iShares S&P 100 Index shares owned by Able Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Able Wealth Management
from 13F filings
Historical chart of Able 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 Able Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by Able Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $647k | 1.9k | 332.76 |
| 2025-06-30 | $409k | 1.3k | 304.31 |
| 2025-03-31 | $2.6M | 9.6k | 270.83 |
| 2024-12-31 | $2.6M | 9.1k | 288.84 |
| 2024-09-30 | $733k | 2.6k | 276.83 |
| 2024-06-30 | $729k | 2.8k | 264.37 |
| 2024-03-31 | $839k | 3.4k | 247.47 |
| 2023-12-31 | $265k | 1.2k | 223.39 |