iShares S&P 100 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 1.5k | 332.84 |
| 2025-06-30 | $470k | 1.5k | 304.35 |
| 2025-03-31 | $319k | 1.2k | 270.83 |
| 2024-12-31 | $268k | 926 | 288.85 |
| 2024-09-30 | $256k | 926 | 276.76 |
| 2024-03-31 | $229k | 926 | 247.41 |
| 2023-12-31 | $245k | 1.1k | 223.39 |
| 2023-09-30 | $186k | 926 | 200.64 |
| 2023-06-30 | $114k | 550 | 207.06 |
| 2023-03-31 | $103k | 550 | 187.04 |
| 2022-12-31 | $94k | 550 | 170.57 |
| 2022-09-30 | $89k | 550 | 161.82 |
| 2022-06-30 | $95k | 550 | 172.73 |
| 2022-03-31 | $115k | 550 | 209.09 |