iShares S&P 100 Index shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners 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 Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.2M | 8.6k | 365.87 |
| 2026-03-31 | $3.4M | 11k | 318.07 |
| 2025-12-31 | $3.0M | 8.7k | 342.97 |
| 2025-09-30 | $2.1M | 6.3k | 332.84 |
| 2025-06-30 | $1.2M | 4.0k | 304.35 |
| 2025-03-31 | $376k | 1.4k | 270.83 |
| 2024-09-30 | $343k | 1.2k | 276.76 |
| 2024-06-30 | $535k | 2.0k | 264.30 |
| 2024-03-31 | $560k | 2.3k | 247.41 |
| 2023-12-31 | $444k | 2.0k | 223.39 |