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

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $481k 1.9k 247.39
2024-06-30 $393k 1.5k 264.21
2024-03-31 $481k 1.9k 247.39
2023-12-31 $502k 2.2k 223.37
2023-09-30 $3.1M 16k 200.64
2023-06-30 $3.3M 16k 207.05
2021-12-31 $295k 1.3k 219.33