iShares S&P 100 Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $217k | 803 | 270.76 |
| 2024-12-31 | $231k | 802 | 288.52 |
| 2024-09-30 | $221k | 799 | 276.75 |
| 2024-06-30 | $211k | 797 | 264.15 |
| 2024-03-31 | $197k | 795 | 247.30 |
| 2023-12-31 | $214k | 957 | 223.45 |
| 2023-09-30 | $189k | 954 | 197.61 |
| 2023-06-30 | $844k | 4.1k | 207.04 |
| 2023-03-31 | $760k | 4.1k | 187.02 |
| 2022-12-31 | $691k | 4.0k | 170.57 |
| 2022-09-30 | $655k | 4.0k | 162.61 |
| 2022-06-30 | $692k | 4.0k | 172.40 |
| 2022-03-31 | $834k | 4.0k | 208.45 |
| 2021-12-31 | $886k | 4.0k | 219.25 |
| 2021-09-30 | $802k | 4.1k | 197.49 |
| 2021-06-30 | $795k | 4.1k | 196.25 |
| 2021-03-31 | $726k | 4.0k | 179.79 |
| 2020-12-31 | $691k | 4.0k | 171.55 |
| 2020-09-30 | $625k | 4.0k | 155.67 |
| 2020-06-30 | $569k | 4.0k | 142.29 |
| 2020-03-31 | $472k | 4.0k | 118.62 |
| 2019-12-31 | $231k | 1.6k | 143.75 |
More positions owned by Carolinas Wealth Consulting
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