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iShares S&P 100 Index shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management 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 WJ Wealth Management 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 46k 247.40
2023-12-31 $12M 52k 223.39
2023-09-30 $14M 67k 200.64
2023-06-30 $13M 62k 207.06

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec2026 (IBDR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for WJ Wealth Management

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index