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iShares S&P 100 Index shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 1.2k 247.41
2023-12-31 $258k 1.2k 223.39

More positions owned by Schneider Downs Wealth Management Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Schneider Downs Wealth Management Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Evoke Wealth
Pnc Financial Services
Relative Value Partners

View all funds holding iShares S&P 100 Index