iShares S&P 100 Index shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern 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 Lantern 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 Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 2.2k | 332.84 |
| 2025-06-30 | $974k | 3.2k | 304.30 |
| 2024-12-31 | $549k | 1.9k | 288.86 |
| 2024-09-30 | $511k | 1.8k | 276.77 |
| 2024-06-30 | $381k | 1.4k | 264.25 |
| 2024-03-31 | $293k | 1.2k | 247.34 |
| 2023-12-31 | $423k | 1.9k | 223.35 |