iShares S&P 100 Index shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.3M | 37k | 223.39 |
| 2023-09-30 | $3.1M | 15k | 200.63 |
| 2023-06-30 | $3.2M | 15k | 207.05 |
| 2022-09-30 | $4.0M | 25k | 162.49 |
| 2022-06-30 | $2.0M | 12k | 172.47 |
| 2022-03-31 | $5.7M | 27k | 208.53 |
| 2021-12-31 | $6.7M | 31k | 219.13 |
| 2020-12-31 | $7.3M | 43k | 171.65 |
| 2020-09-30 | $7.0M | 45k | 155.73 |
| 2020-06-30 | $7.1M | 50k | 142.41 |
| 2019-12-31 | $1.8M | 12k | 147.19 |
| 2019-09-30 | $1.5M | 12k | 130.63 |
| 2019-06-30 | $1.5M | 11k | 132.14 |
| 2019-03-31 | $1.4M | 11k | 125.29 |
| 2018-12-31 | $1.3M | 12k | 108.90 |
| 2018-09-30 | $4.9M | 38k | 129.63 |
| 2018-06-30 | $4.9M | 39k | 126.29 |
| 2018-03-31 | $5.4M | 47k | 116.13 |
| 2017-12-31 | $6.3M | 52k | 122.12 |
| 2017-09-30 | $13M | 111k | 112.87 |
| 2017-06-30 | $11M | 102k | 109.50 |
| 2017-03-31 | $10M | 99k | 104.46 |
| 2016-12-31 | $4.6M | 46k | 100.49 |
| 2016-09-30 | $4.2M | 44k | 95.09 |
| 2016-06-30 | $3.8M | 41k | 92.90 |
| 2016-03-31 | $3.4M | 37k | 91.00 |
| 2015-12-31 | $3.2M | 37k | 86.66 |