iShares S&P 100 Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $813k | 3.6k | 223.35 |
| 2023-09-30 | $743k | 3.7k | 200.76 |
| 2023-06-30 | $842k | 4.1k | 207.03 |
| 2023-03-31 | $805k | 4.3k | 187.17 |
| 2022-12-31 | $813k | 4.8k | 170.56 |
| 2022-09-30 | $794k | 4.9k | 162.41 |
| 2022-06-30 | $994k | 5.8k | 172.45 |
| 2022-03-31 | $1.8M | 8.6k | 208.51 |
| 2021-12-31 | $1.9M | 8.6k | 219.17 |
| 2021-09-30 | $1.7M | 8.6k | 197.42 |
| 2021-06-30 | $1.7M | 8.6k | 196.14 |
| 2021-03-31 | $1.6M | 8.7k | 179.84 |
| 2020-12-31 | $1.2M | 7.3k | 171.64 |
| 2020-09-30 | $1.1M | 7.2k | 155.73 |
| 2020-06-30 | $1.0M | 7.4k | 142.43 |
| 2020-03-31 | $945k | 8.0k | 118.57 |
| 2019-12-31 | $1.1M | 7.9k | 144.06 |