iShares S&P 100 Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 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 9258 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 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 11k | 276.76 |
| 2024-06-30 | $3.4M | 13k | 264.30 |
| 2024-03-31 | $3.4M | 14k | 247.41 |
| 2023-12-31 | $3.1M | 14k | 223.39 |
| 2023-09-30 | $2.8M | 14k | 200.64 |
| 2023-06-30 | $2.8M | 14k | 207.06 |
| 2023-03-31 | $2.6M | 14k | 187.04 |
| 2022-12-31 | $2.4M | 14k | 170.57 |
| 2022-09-30 | $2.2M | 14k | 162.47 |
| 2022-06-30 | $2.6M | 15k | 172.47 |
| 2022-03-31 | $3.2M | 15k | 208.53 |
| 2021-12-31 | $3.1M | 14k | 219.15 |
| 2021-09-30 | $2.8M | 14k | 197.47 |
| 2021-06-30 | $2.8M | 14k | 196.20 |
| 2021-03-31 | $2.5M | 14k | 179.82 |
| 2020-12-31 | $2.4M | 14k | 171.61 |
| 2020-09-30 | $2.1M | 14k | 150.80 |
| 2020-06-30 | $2.1M | 14k | 142.39 |
| 2020-03-31 | $1.9M | 14k | 131.92 |
| 2019-12-31 | $2.1M | 15k | 144.08 |