iShares S&P 100 Index shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group 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 Curtis Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.3k | 332.84 |
| 2025-06-30 | $1.9M | 6.3k | 304.35 |
| 2022-09-30 | $18M | 113k | 162.50 |
| 2022-06-30 | $20M | 113k | 172.47 |
| 2021-12-31 | $31M | 140k | 219.13 |
| 2021-09-30 | $28M | 140k | 197.44 |