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iShares S&P 100 Index shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7k 8 343.00
2025-09-30 $232k 696 332.84
2025-06-30 $212k 696 304.35

More positions owned by Wells Financial Advisors

Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Index Fund Etf Etf (VUG)
Spdr Gold Shares Etf Etf (GLD)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Mega Cap Value Etf Etf (MGV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Small-cap Index Fund Etf Etf (VB)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Large-cap Index Fund Etf Etf (VV)
Vanguard Value Fund Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Wells Financial Advisors

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management
Mml Investors Services
Colony

View all funds holding iShares S&P 100 Index