iShares S&P 100 Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.7M | 17k | 223.39 |
| 2023-09-30 | $3.2M | 16k | 200.64 |
| 2023-06-30 | $3.6M | 17k | 207.06 |
| 2023-03-31 | $3.2M | 17k | 187.04 |
| 2022-12-31 | $3.1M | 18k | 170.57 |
| 2022-09-30 | $3.7M | 23k | 162.49 |
| 2022-06-30 | $3.9M | 23k | 172.46 |
| 2022-03-31 | $4.8M | 23k | 208.51 |
| 2021-12-31 | $5.2M | 24k | 219.13 |