iShares S&P Global 100 Index shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares S&P Global 100 Index
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All positions including iShares S&P Global 100 Index held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P Global 100 Index by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $287k | 3.2k | 89.42 |
| 2023-12-31 | $259k | 3.2k | 80.53 |
| 2023-09-30 | $234k | 3.2k | 73.24 |
| 2023-06-30 | $243k | 3.2k | 76.06 |
| 2023-03-31 | $222k | 3.2k | 70.06 |
| 2022-12-31 | $203k | 3.2k | 64.05 |
| 2022-06-30 | $201k | 3.1k | 64.03 |
| 2022-03-31 | $236k | 3.1k | 76.10 |
| 2021-12-31 | $242k | 3.1k | 78.09 |
| 2021-09-30 | $219k | 3.1k | 71.17 |
| 2021-06-30 | $218k | 3.1k | 70.85 |
| 2021-03-31 | $201k | 3.1k | 65.90 |