iShares S&P 100 Index shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 332.84 |
| 2025-06-30 | $1.2M | 3.9k | 304.35 |
| 2025-03-31 | $2.0M | 7.4k | 270.83 |
| 2024-12-31 | $1.0M | 3.5k | 288.85 |
| 2024-09-30 | $969k | 3.5k | 276.76 |
| 2024-06-30 | $2.2M | 8.3k | 264.30 |
| 2024-03-31 | $1.7M | 6.9k | 247.41 |
| 2023-12-31 | $1.1M | 4.7k | 223.39 |