iShares S&P 100 Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 6.9k | 332.85 |
| 2025-06-30 | $2.1M | 6.9k | 304.36 |
| 2025-03-31 | $1.9M | 6.9k | 270.83 |
| 2024-12-31 | $2.0M | 6.9k | 288.86 |
| 2024-09-30 | $1.9M | 6.9k | 276.76 |
| 2024-03-31 | $1.7M | 6.8k | 247.41 |
| 2023-12-31 | $1.5M | 6.8k | 223.39 |
| 2023-09-30 | $1.4M | 6.8k | 201.36 |
| 2023-06-30 | $1.4M | 6.8k | 207.05 |
| 2023-03-31 | $1.3M | 6.8k | 187.04 |
| 2022-12-31 | $1.2M | 6.8k | 170.63 |
| 2022-06-30 | $1.2M | 6.7k | 172.51 |
| 2022-03-31 | $1.4M | 6.7k | 208.49 |
| 2021-12-31 | $1.5M | 6.7k | 219.19 |