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iShares S&P 100 Index shares owned by West Wealth Group

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by West Wealth Group from 13F filings

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 28k 223.39

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for West Wealth Group

Top funds holding iShares S&P 100 Index

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Pnc Financial Services
Advisor Group Holdings
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View all funds holding iShares S&P 100 Index