iShares S&P 100 Index shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith 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 Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $614k | 2.7k | 223.42 |
| 2023-09-30 | $572k | 2.8k | 200.64 |
| 2023-06-30 | $604k | 2.9k | 207.07 |
| 2023-03-31 | $432k | 187 | 2311.56 |
| 2022-12-31 | $445k | 2.6k | 170.57 |
| 2022-09-30 | $408k | 2.5k | 162.49 |
| 2022-06-30 | $416k | 2.4k | 172.54 |
| 2022-03-31 | $509k | 2.4k | 208.52 |
| 2021-12-31 | $535k | 2.4k | 219.17 |
| 2021-09-30 | $482k | 2.4k | 197.46 |
| 2021-06-30 | $479k | 2.4k | 196.23 |
| 2021-03-31 | $434k | 2.4k | 180.01 |
| 2020-12-31 | $431k | 2.5k | 171.64 |
| 2020-09-30 | $391k | 2.5k | 155.71 |
| 2020-06-30 | $358k | 2.5k | 142.57 |
| 2020-03-31 | $300k | 2.5k | 118.53 |
| 2019-12-31 | $347k | 2.4k | 143.92 |
| 2019-09-30 | $317k | 2.4k | 131.54 |
| 2019-06-30 | $312k | 2.4k | 129.46 |
| 2019-03-31 | $302k | 2.4k | 125.31 |
| 2018-12-31 | $269k | 2.4k | 111.62 |
| 2018-09-30 | $312k | 2.4k | 129.57 |
| 2018-06-30 | $288k | 2.4k | 119.60 |
| 2018-03-31 | $291k | 2.5k | 116.03 |
| 2017-12-31 | $298k | 2.5k | 118.82 |
| 2017-09-30 | $279k | 2.5k | 111.33 |
| 2017-06-30 | $268k | 2.5k | 106.99 |
| 2017-03-31 | $262k | 2.5k | 104.59 |
| 2016-12-31 | $249k | 2.5k | 99.48 |
| 2016-09-30 | $240k | 2.5k | 96.00 |
| 2016-06-30 | $232k | 2.5k | 92.80 |
| 2016-03-31 | $228k | 2.5k | 91.20 |
| 2015-12-31 | $228k | 2.5k | 91.20 |
| 2015-09-30 | $212k | 2.5k | 84.80 |
| 2015-06-30 | $218k | 2.4k | 90.83 |
| 2015-03-31 | $217k | 2.4k | 90.42 |
| 2014-12-31 | $218k | 2.4k | 90.83 |
| 2014-09-30 | $203k | 2.3k | 88.26 |
| 2014-06-30 | $255k | 2.9k | 86.47 |
| 2012-03-31 | $205k | 3.2k | 64.06 |
| 2011-12-31 | $205k | 3.6k | 56.94 |
| 2011-06-30 | $206k | 3.5k | 58.86 |
| 2011-03-31 | $267k | 4.5k | 59.33 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management