Ahrens Investment Partners’s iShares S&P 100 ETF OEF Stock Holding History

Ahrens Investment Partners’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$10.7K	Buy	+57	New	+$10.2K	0.01%	607

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ahrens Investment Partners's OEF Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares S&P 100 ETF (OEF) in Q1 2023: 57 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #607 among its holdings.

513 funds tracked by Wall St. Rank hold OEF as of Q1 2023.

Ahrens Investment Partners held 57 shares of iShares S&P 100 ETF worth $10.7K as of Q1 2023.
iShares S&P 100 ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares S&P 100 ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #607 holding.
513 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.