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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