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iShares S&P 100 Index shares owned by Lineweaver Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Lineweaver Wealth Advisors from 13F filings

Historical chart of Lineweaver 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 Lineweaver 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 Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 47k 223.77
2023-09-30 $6.9M 34k 200.93
2023-06-30 $7.0M 34k 207.37
2023-03-31 $6.1M 33k 187.12
2022-09-30 $7.2M 44k 162.53