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iShares S&P 100 Index shares owned by Focused Wealth Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management 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 Focused Wealth Management 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $321k 1.4k 223.44
2023-09-30 $287k 1.4k 200.65
2023-06-30 $297k 1.4k 207.07
2023-03-31 $268k 1.4k 187.08
2022-12-31 $247k 1.4k 170.56
2022-09-30 $239k 1.5k 162.25
2022-06-30 $242k 1.4k 172.73
2022-03-31 $297k 1.4k 208.57
2021-12-31 $311k 1.4k 218.86
2021-09-30 $279k 1.4k 197.59
2021-06-30 $276k 1.4k 195.88
2021-03-31 $253k 1.4k 179.82
2020-12-31 $246k 1.4k 171.91
2020-09-30 $238k 1.5k 155.86
2020-06-30 $229k 1.6k 142.59
2020-03-31 $197k 1.7k 118.75
2019-12-31 $241k 1.7k 144.31
2019-09-30 $229k 1.7k 131.23
2019-06-30 $282k 2.2k 129.60
2019-03-31 $272k 2.2k 125.40
2018-12-31 $278k 2.5k 111.42
2018-09-30 $311k 2.4k 129.69
2018-06-30 $261k 2.2k 119.67
2018-03-31 $661k 5.7k 116.03
2017-12-31 $4.7M 39k 118.64
2017-09-30 $4.2M 38k 111.31
2017-06-30 $3.4M 32k 106.91
2017-03-31 $3.0M 29k 104.71
2016-12-31 $41k 417 98.32
2016-09-30 $52k 537 96.83
2016-06-30 $50k 537 93.11
2016-03-31 $54k 587 91.99
2015-12-31 $61k 674 90.50
2015-09-30 $61k 714 85.43
2015-06-30 $67k 733 91.41
2015-03-31 $66k 732 90.16
2014-12-31 $89k 973 91.47
2014-09-30 $86k 972 88.48
2014-06-30 $95k 1.1k 86.21
2014-03-31 $95k 1.2k 82.54
2013-12-31 $95k 1.2k 82.61
2013-09-30 $90k 1.2k 75.06