iShares S&P 100 Index shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 113k | 332.84 |
| 2025-06-30 | $21M | 68k | 304.35 |
| 2025-03-31 | $13M | 49k | 270.83 |
| 2024-12-31 | $3.4M | 12k | 288.85 |
| 2024-09-30 | $3.4M | 12k | 276.76 |
| 2024-03-31 | $3.3M | 13k | 247.41 |
| 2023-12-31 | $10M | 46k | 223.39 |