iShares S&P 100 Index shares owned by My Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors 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 My Legacy Advisors 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 My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.8M | 9.1k | 307.85 |
| 2025-03-31 | $2.4M | 8.9k | 270.84 |
| 2024-12-31 | $2.2M | 7.6k | 290.96 |
| 2024-09-30 | $2.2M | 7.9k | 276.78 |
| 2024-06-30 | $2.7M | 10k | 264.31 |
| 2024-03-31 | $2.6M | 10k | 247.42 |
| 2023-12-31 | $3.7M | 17k | 224.81 |
| 2023-09-30 | $3.1M | 15k | 201.32 |
| 2023-06-30 | $1.5M | 7.1k | 209.66 |
| 2023-03-31 | $1.4M | 7.6k | 187.59 |
| 2022-12-31 | $1.3M | 7.3k | 185.33 |
| 2022-09-30 | $1.3M | 8.2k | 162.19 |
| 2022-06-30 | $809k | 4.6k | 176.14 |