iShares S&P 100 Index shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors 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 Aaron Wealth Advisors 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 Aaron Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $229k | 828 | 276.76 |
2024-06-30 | $219k | 828 | 264.30 |
2024-03-31 | $205k | 828 | 247.41 |
2023-12-31 | $207k | 926 | 223.30 |
2022-09-30 | $349k | 2.1k | 162.48 |
2022-06-30 | $1.1M | 6.4k | 172.37 |
2022-03-31 | $6.1M | 1.3M | 4.80 |
2021-12-31 | $519k | 2.4k | 219.08 |