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iShares S&P 100 Index shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $322k 1.4k 223.39
2023-09-30 $292k 1.4k 202.62
2023-06-30 $299k 1.4k 207.06
2023-03-31 $270k 1.4k 187.04
2022-12-31 $246k 1.4k 170.57
2022-09-30 $234k 1.4k 162.16
2022-06-30 $249k 1.4k 172.56
2022-03-31 $301k 1.4k 208.59
2021-12-31 $316k 1.4k 218.99
2021-09-30 $285k 1.4k 197.51
2021-06-30 $283k 1.4k 196.12
2021-03-31 $259k 1.4k 179.49
2020-12-31 $248k 1.4k 171.86
2020-09-30 $225k 1.4k 155.93
2020-06-30 $241k 1.7k 142.35
2020-03-31 $201k 1.7k 118.72
2019-12-31 $244k 1.7k 144.12
2019-09-30 $229k 1.7k 135.26
2019-06-30 $273k 2.1k 129.51
2019-03-31 $264k 2.1k 125.24
2018-12-31 $252k 2.3k 111.60

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

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