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 csvQuarterly reported holdings in iShares S&P 100 Index by Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 1.1k | 332.84 |
| 2025-06-30 | $335k | 1.1k | 304.35 |
| 2025-03-31 | $298k | 1.1k | 270.83 |
| 2024-12-31 | $399k | 1.4k | 288.85 |
| 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 |