iShares S&P 100 Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers 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 Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.2M | 7.7k | 288.85 |