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iShares S&P 100 Index shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $548k 2.5k 223.34
2023-09-30 $499k 2.5k 200.63
2023-06-30 $604k 2.9k 207.05

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Short Duration F (DFSD)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Apple (AAPL)
Innovator Etfs Tr International Dv (IOCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

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