iShares S&P 100 Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors 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 Cm Wealth Advisors 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 Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $70M | 252k | 276.76 |
| 2024-06-30 | $42M | 158k | 264.30 |
| 2024-03-31 | $66M | 267k | 246.42 |
| 2023-12-31 | $45M | 201k | 223.39 |
| 2023-09-30 | $44M | 208k | 212.55 |
| 2023-06-30 | $64M | 299k | 213.73 |
| 2022-12-31 | $40M | 237k | 170.57 |
| 2022-09-30 | $5.4B | 33M | 162.50 |
| 2022-06-30 | $44M | 257k | 172.47 |