Williamson Legacy Group »

iShares S&P 100 Index shares owned by Williamson Legacy Group

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

Historical chart of Williamson Legacy 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 Williamson Legacy 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 Williamson Legacy Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 995 276.76
2024-06-30 $250k 947 264.31

More positions owned by Williamson Legacy Group

Eli Lilly & Co Stock (LLY)
Nvidia Corp Stock (NVDA)
Broadcom Stock (AVGO)
Meta Platforms Inc Class A Stock (META)
Nrg Energy Stock (NRG)
Ftai Aviation Stock (FTAI)
Amazon Stock (AMZN)
Sap Se- Stock (SAP)
Itt Stock (ITT)
Microsoft Corp Stock (MSFT)
Vertiv Holdings Llc Cl A Stock (VRT)
Ingersoll Rand Stock (IR)
Ares Management Corp Cl A Stock (ARES)
Technipfmc Stock (FTI)
Vistra Corp Stock (VST)

View all positions for Williamson Legacy Group

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index