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
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Quarterly reported holdings in iShares S&P 100 Index by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |