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iShares S&P 100 Index shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management 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 MGB 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0k 15 332.87
2025-06-30 $4.6k 15 304.33
2025-03-31 $4.1k 15 270.80
2024-12-31 $4.3k 15 288.87
2024-09-30 $4.2k 15 276.73
2024-06-30 $4.1k 15 272.67
2024-03-31 $3.7k 15 247.40
2023-12-31 $3.4k 15 223.40