iShares S&P 100 Index shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263k | 949 | 276.76 |
| 2024-06-30 | $251k | 949 | 264.30 |
| 2024-03-31 | $235k | 949 | 247.41 |
| 2023-12-31 | $212k | 949 | 223.39 |
| 2023-09-30 | $190k | 949 | 200.64 |
| 2023-06-30 | $197k | 949 | 207.06 |
| 2023-03-31 | $196k | 1.0k | 187.04 |
| 2022-12-31 | $178k | 1.0k | 170.57 |
| 2022-03-31 | $228k | 1.1k | 208.60 |
| 2021-12-31 | $197k | 900 | 218.89 |
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