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iShares S&P 100 Index shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $384k 1.4k 266.03
2024-03-31 $357k 1.4k 247.41
2023-12-31 $322k 1.4k 223.39
2023-09-30 $292k 1.4k 202.62
2023-06-30 $299k 1.4k 207.06
2023-03-31 $270k 1.4k 187.04
2022-12-31 $246k 1.4k 170.57
2022-09-30 $234k 1.4k 162.16
2022-06-30 $249k 1.4k 172.56
2022-03-31 $301k 1.4k 208.59
2021-12-31 $316k 1.4k 218.99
2021-09-30 $285k 1.4k 197.51
2021-06-30 $283k 1.4k 196.12
2021-03-31 $259k 1.4k 179.49
2020-12-31 $248k 1.4k 171.86
2020-09-30 $225k 1.4k 155.93
2020-06-30 $241k 1.7k 142.35
2020-03-31 $201k 1.7k 118.72
2019-12-31 $244k 1.7k 144.12
2019-09-30 $229k 1.7k 135.26
2019-06-30 $273k 2.1k 129.51
2019-03-31 $264k 2.1k 125.24
2018-12-31 $252k 2.3k 111.60

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares S&P 100 Index

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Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index