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
Download as csv Download as ExcelQuarterly 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 |
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