iShares S&P 100 Index shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $319k | 1.3k | 247.41 |
| 2023-12-31 | $308k | 1.4k | 223.39 |
| 2023-09-30 | $281k | 1.4k | 203.83 |
| 2023-06-30 | $285k | 1.4k | 207.11 |
| 2023-03-31 | $247k | 1.3k | 187.08 |
| 2022-12-31 | $290k | 1.7k | 170.57 |
| 2022-09-30 | $416k | 2.6k | 162.37 |
| 2022-06-30 | $435k | 2.5k | 172.48 |
| 2022-03-31 | $540k | 2.6k | 208.33 |
| 2021-12-31 | $651k | 3.0k | 218.97 |
| 2021-09-30 | $597k | 3.0k | 197.55 |
| 2021-06-30 | $791k | 4.0k | 196.33 |
| 2021-03-31 | $759k | 4.2k | 179.73 |
| 2020-12-31 | $941k | 5.5k | 171.72 |
| 2020-09-30 | $889k | 5.7k | 155.80 |
| 2020-06-30 | $821k | 5.8k | 142.41 |
| 2020-03-31 | $678k | 5.7k | 118.53 |
| 2019-12-31 | $774k | 5.4k | 144.13 |
| 2019-09-30 | $738k | 5.6k | 131.53 |
| 2019-06-30 | $692k | 5.2k | 132.09 |
| 2019-03-31 | $642k | 5.1k | 125.20 |
| 2018-12-31 | $467k | 4.2k | 111.48 |
| 2018-09-30 | $533k | 4.1k | 129.56 |
| 2018-06-30 | $384k | 3.2k | 119.59 |
| 2018-03-31 | $343k | 3.0k | 115.96 |
| 2017-12-31 | $363k | 3.1k | 118.67 |
More positions owned by Stony Point Wealth Management
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