iShares S&P 100 Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 29k | 332.84 |
| 2025-06-30 | $8.3M | 27k | 304.35 |
| 2025-03-31 | $5.5M | 20k | 270.89 |
| 2024-12-31 | $1.3M | 4.5k | 288.86 |
| 2024-09-30 | $1.2M | 4.2k | 276.67 |
| 2024-06-30 | $1.1M | 39k | 29.33 |
| 2024-03-31 | $1.3M | 5.4k | 247.26 |
| 2023-12-31 | $6.0M | 27k | 223.33 |
| 2021-09-30 | $19k | 97 | 195.88 |
| 2021-06-30 | $19k | 97 | 195.88 |
| 2021-03-31 | $16k | 97 | 164.95 |
| 2020-12-31 | $16k | 97 | 164.95 |
| 2020-09-30 | $15k | 97 | 154.64 |
| 2020-06-30 | $14k | 97 | 144.33 |
| 2020-03-31 | $12k | 97 | 123.71 |
| 2019-12-31 | $14k | 97 | 144.33 |
| 2019-09-30 | $13k | 97 | 134.02 |
| 2019-06-30 | $33k | 254 | 129.92 |
| 2019-03-31 | $31k | 254 | 122.05 |
| 2018-12-31 | $28k | 254 | 110.24 |