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iShares S&P 100 Index shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor 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 Bay Harbor Wealth Management 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 33k 332.84
2025-06-30 $5.4M 18k 304.35
2025-03-31 $2.8M 10k 270.83
2023-12-31 $2.5M 11k 223.39
2019-03-31 $2.0k 14 142.86
2018-12-31 $1.0k 11 90.91