iShares S&P 100 Index shares owned by Avid Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Avid Wealth Partners
from 13F filings
Historical chart of Avid Wealth 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 Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Avid Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 52k | 332.84 |
| 2025-06-30 | $16M | 51k | 304.35 |
| 2025-03-31 | $17M | 61k | 270.83 |
| 2024-12-31 | $17M | 58k | 288.85 |
| 2024-09-30 | $19M | 69k | 276.76 |
| 2024-06-30 | $21M | 79k | 264.30 |
| 2024-03-31 | $19M | 78k | 247.41 |
| 2023-12-31 | $9.0M | 40k | 223.39 |