iShares S&P 100 Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.5k | 332.83 |
| 2025-06-30 | $1.2M | 3.9k | 304.33 |
| 2025-03-31 | $1.0M | 3.8k | 270.83 |
| 2024-12-31 | $937k | 3.2k | 288.86 |
| 2024-09-30 | $920k | 3.3k | 276.76 |
| 2024-06-30 | $858k | 3.2k | 265.20 |
| 2024-03-31 | $799k | 3.4k | 238.44 |
| 2023-12-31 | $930k | 4.2k | 223.39 |
| 2023-09-30 | $623k | 3.1k | 200.64 |
| 2023-06-30 | $629k | 3.0k | 207.06 |
| 2023-03-31 | $568k | 3.0k | 187.04 |
| 2022-12-31 | $590k | 3.5k | 170.57 |
| 2022-09-30 | $479k | 3.0k | 162.40 |
| 2022-06-30 | $499k | 2.9k | 172.43 |
| 2022-03-31 | $446k | 2.1k | 208.76 |
More positions owned by EverSource Wealth Advisors
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