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iShares S&P 100 Index shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $501k 1.5k 332.84
2025-06-30 $210k 689 304.35
2025-03-31 $137k 505 270.83
2024-12-31 $6.1k 21 288.86
2024-09-30 $387k 1.4k 276.67
2024-06-30 $373k 1.4k 264.39
2024-03-31 $350k 1.4k 247.48
2023-12-31 $316k 1.4k 223.44
2023-09-30 $219k 1.1k 200.66
2023-06-30 $226k 1.1k 207.08
2023-03-31 $232k 1.2k 187.04
2022-12-31 $211k 1.2k 170.55
2022-09-30 $215k 1.3k 162.51
2022-06-30 $228k 1.3k 172.47
2020-09-30 $14k 90 155.56