iShares S&P 100 Index shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Madison Wealth Partners 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 Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 4.1k | 276.76 |
| 2024-06-30 | $1.0M | 3.9k | 264.30 |
| 2024-03-31 | $820k | 3.3k | 247.43 |
| 2023-12-31 | $740k | 3.3k | 223.41 |
| 2023-09-30 | $665k | 3.3k | 200.65 |
| 2023-06-30 | $701k | 3.4k | 207.05 |
| 2023-03-31 | $633k | 3.4k | 187.03 |
| 2022-12-31 | $585k | 3.4k | 170.56 |
| 2022-09-30 | $548k | 3.4k | 162.51 |
| 2022-06-30 | $550k | 3.2k | 172.41 |
| 2022-03-31 | $613k | 2.9k | 208.65 |
| 2021-12-31 | $650k | 3.0k | 219.00 |
| 2021-09-30 | $574k | 2.9k | 197.39 |
| 2021-06-30 | $570k | 2.9k | 196.01 |
| 2021-03-31 | $499k | 2.9k | 171.48 |
| 2020-12-31 | $499k | 2.9k | 171.48 |