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iShares S&P 100 Index shares owned by Barnes Wealth Management Group

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Barnes Wealth Management Group from 13F filings

Historical chart of Barnes Wealth Management Group 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 Barnes Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 12k 332.84
2025-06-30 $1.7M 5.5k 304.35
2025-03-31 $1.1M 4.2k 270.83
2024-12-31 $235k 813 288.85