iShares S&P 100 Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by GeoWealth 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 GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 10k | 332.90 |
| 2025-06-30 | $610k | 2.0k | 304.41 |
| 2025-03-31 | $402k | 1.5k | 270.88 |
| 2024-12-31 | $12M | 42k | 288.85 |
| 2024-09-30 | $5.8M | 21k | 276.76 |
| 2024-06-30 | $4.6M | 17k | 264.31 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2022-03-31 | $236k | 1.1k | 208.48 |
| 2021-12-31 | $3.4M | 16k | 219.15 |