Permanent Capital Management’s iShares S&P 100 ETF OEF Stock Holding History

Permanent Capital Management’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
2025 Q1	$277K	Buy	+1,022	New	+$293K	0.08%	56

Other funds holding OEF

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Permanent Capital Management's OEF Position: Q1 2025 in Review

Permanent Capital Management opened a new position in iShares S&P 100 ETF (OEF) in Q1 2025: 1,022 shares worth $277K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings.

891 funds tracked by Wall St. Rank hold OEF as of Q1 2025.

Permanent Capital Management held 1,022 shares of iShares S&P 100 ETF worth $277K as of Q1 2025.
iShares S&P 100 ETF was a new Permanent Capital Management position in Q1 2025.
iShares S&P 100 ETF made up 0.08% of Permanent Capital Management's portfolio in Q1 2025, its #56 holding.
891 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2025.

Based on Permanent Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.