iShares S&P 100 Index shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $175k | 632 | 276.76 |
| 2024-06-30 | $167k | 632 | 264.30 |
| 2024-03-31 | $156k | 632 | 247.41 |
| 2023-09-30 | $127k | 632 | 200.64 |
| 2023-06-30 | $131k | 632 | 207.06 |
| 2023-03-31 | $118k | 632 | 187.04 |
| 2022-12-31 | $108k | 632 | 170.57 |
| 2022-09-30 | $103k | 632 | 162.97 |
| 2022-06-30 | $109k | 632 | 172.47 |
| 2022-03-31 | $132k | 632 | 208.86 |
| 2021-12-31 | $138k | 632 | 218.35 |
| 2021-09-30 | $125k | 632 | 197.78 |
| 2021-06-30 | $124k | 632 | 196.20 |
| 2021-03-31 | $114k | 632 | 180.38 |
| 2020-12-31 | $108k | 632 | 170.89 |
| 2020-09-30 | $98k | 632 | 155.06 |
| 2020-06-30 | $90k | 632 | 142.41 |
| 2020-03-31 | $75k | 632 | 118.67 |