iShares S&P 100 Index shares owned by Advocacy Wealth Management Services
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Advocacy Wealth Management Services
from 13F filings
Historical chart of Advocacy Wealth Management Services investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Advocacy Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $395k | 1.6k | 247.41 |
| 2023-12-31 | $9.4M | 42k | 223.39 |
| 2018-09-30 | $8.0k | 65 | 123.08 |
| 2018-06-30 | $8.0k | 65 | 123.08 |
| 2018-03-31 | $8.0k | 65 | 123.08 |
| 2017-12-31 | $94k | 789 | 119.14 |
| 2017-09-30 | $88k | 789 | 111.53 |
| 2017-06-30 | $84k | 789 | 106.46 |
| 2017-03-31 | $83k | 789 | 105.20 |
| 2016-09-30 | $76k | 789 | 96.32 |
| 2016-06-30 | $73k | 789 | 92.52 |
| 2016-03-31 | $180k | 2.0k | 91.60 |
| 2015-12-31 | $173k | 1.9k | 91.05 |
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