iShares S&P 100 Index shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek 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 Birchcreek Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 100 Index by Birchcreek Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $451k | 1.6k | 276.76 |
2024-06-30 | $430k | 1.6k | 264.30 |
2024-03-31 | $403k | 1.6k | 247.41 |
2023-12-31 | $364k | 1.6k | 223.39 |
2023-09-30 | $327k | 1.6k | 200.64 |
2023-06-30 | $337k | 1.6k | 207.06 |
2023-03-31 | $305k | 1.6k | 187.04 |
2022-12-31 | $278k | 1.6k | 170.57 |
2022-09-30 | $265k | 1.6k | 162.78 |
2022-06-30 | $281k | 1.6k | 172.60 |
2022-03-31 | $339k | 1.6k | 208.23 |
2021-12-31 | $357k | 1.6k | 219.29 |
2021-09-30 | $321k | 1.6k | 197.17 |
2021-06-30 | $319k | 1.6k | 195.95 |
2021-03-31 | $293k | 1.6k | 179.98 |
2020-12-31 | $279k | 1.6k | 171.38 |
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