iShares S&P 100 Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Crewe 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 Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $270k | 933 | 288.85 |
| 2024-09-30 | $258k | 933 | 276.76 |
| 2024-06-30 | $161k | 608 | 264.30 |
| 2024-03-31 | $150k | 608 | 247.41 |
| 2023-12-31 | $136k | 608 | 223.39 |
| 2023-09-30 | $122k | 608 | 200.64 |
| 2023-06-30 | $126k | 608 | 207.06 |
| 2023-03-31 | $114k | 608 | 187.04 |
| 2022-12-31 | $108k | 633 | 170.57 |
| 2022-09-30 | $130k | 800 | 162.50 |
| 2022-06-30 | $36k | 209 | 172.25 |
| 2022-03-31 | $9.0k | 42 | 214.29 |