iShares S&P 100 Index shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 100 Index by Shared Vision Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 5.1k | 247.41 |
2023-12-31 | $2.2M | 9.8k | 223.39 |
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