iShares S&P 100 Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Cypress Wealth Services 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 Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 22k | 247.41 |
| 2023-12-31 | $8.1M | 36k | 223.39 |
| 2023-09-30 | $3.1M | 16k | 200.64 |
| 2023-06-30 | $3.1M | 15k | 210.48 |
| 2023-03-31 | $2.7M | 14k | 187.04 |
| 2022-12-31 | $2.3M | 13k | 170.57 |
| 2022-09-30 | $2.3M | 14k | 164.05 |
| 2022-06-30 | $3.1M | 18k | 172.48 |
| 2022-03-31 | $1.4M | 6.7k | 208.47 |
| 2021-12-31 | $484k | 2.2k | 218.91 |
| 2018-09-30 | $241k | 1.9k | 129.64 |
| 2018-06-30 | $248k | 2.1k | 119.40 |
| 2018-03-31 | $241k | 2.1k | 115.87 |
| 2017-12-31 | $247k | 2.1k | 118.75 |