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

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

Historical chart of WT 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 WT 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 4.9k 342.97
2025-09-30 $1.5M 4.6k 332.84
2025-06-30 $1.3M 4.3k 304.35
2025-03-31 $1.4M 5.3k 270.83

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Etfs Gold Tr Physcl Gold Shs (SGOL)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Fin (XLF)

View all positions for WT Wealth Management

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index