iShares S&P 100 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $496k | 2.0k | 245.51 |
| 2023-12-31 | $444k | 2.0k | 219.85 |
| 2023-09-30 | $443k | 2.2k | 200.65 |
| 2023-06-30 | $531k | 2.6k | 207.07 |
| 2022-12-31 | $478k | 2.8k | 170.57 |
| 2022-09-30 | $521k | 3.2k | 162.61 |
| 2022-06-30 | $552k | 3.2k | 172.39 |
| 2022-03-31 | $821k | 3.9k | 208.59 |
| 2021-12-31 | $853k | 3.9k | 219.22 |
| 2021-09-30 | $798k | 4.0k | 197.52 |
| 2021-06-30 | $826k | 4.2k | 196.25 |
| 2021-03-31 | $757k | 4.2k | 179.94 |
| 2020-12-31 | $726k | 4.2k | 171.71 |
| 2020-09-30 | $712k | 4.6k | 155.70 |
| 2020-06-30 | $653k | 4.6k | 142.39 |
| 2020-03-31 | $564k | 4.8k | 118.54 |