iShares S&P 100 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Lumature Wealth Partners 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 Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $726k | 3.5k | 207.07 |
| 2023-03-31 | $656k | 3.5k | 187.05 |
| 2022-12-31 | $598k | 3.5k | 170.58 |
| 2022-09-30 | $781k | 4.8k | 162.47 |
| 2022-06-30 | $622k | 3.6k | 172.59 |
| 2022-03-31 | $762k | 3.7k | 208.65 |
| 2021-12-31 | $827k | 3.8k | 219.13 |
| 2021-09-30 | $745k | 3.8k | 197.51 |
| 2021-06-30 | $739k | 3.8k | 196.07 |
| 2021-03-31 | $682k | 3.8k | 179.80 |
| 2020-12-31 | $651k | 3.8k | 171.72 |