iShares S&P 100 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 23k | 332.84 |
| 2025-06-30 | $7.0M | 23k | 304.35 |
| 2025-03-31 | $6.3M | 23k | 270.83 |
| 2024-12-31 | $6.8M | 24k | 288.86 |
| 2024-09-30 | $6.5M | 23k | 276.77 |
| 2024-06-30 | $6.2M | 23k | 264.31 |
| 2024-03-31 | $5.9M | 24k | 247.42 |
| 2023-12-31 | $5.3M | 24k | 223.39 |
| 2023-09-30 | $4.8M | 24k | 200.64 |
| 2023-06-30 | $4.9M | 24k | 207.06 |
| 2023-03-31 | $4.5M | 24k | 187.04 |
| 2022-12-31 | $4.1M | 24k | 170.57 |
| 2022-09-30 | $4.1M | 25k | 162.50 |
| 2022-06-30 | $4.5M | 26k | 172.46 |
| 2022-03-31 | $5.5M | 26k | 208.53 |
| 2021-12-31 | $5.7M | 26k | 219.12 |
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