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
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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 |
|---|---|---|---|
| 2025-09-30 | $289k | 869 | 332.77 |
| 2025-06-30 | $264k | 867 | 304.33 |
| 2025-03-31 | $235k | 866 | 270.85 |
| 2024-12-31 | $357k | 1.2k | 288.79 |
| 2024-09-30 | $342k | 1.2k | 276.77 |
| 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 |
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