iShares S&P 100 Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $916k | 3.3k | 276.76 |
| 2024-06-30 | $920k | 3.5k | 264.27 |
| 2024-03-31 | $861k | 3.5k | 247.38 |
| 2023-12-31 | $777k | 3.5k | 223.36 |
| 2023-09-30 | $698k | 3.5k | 200.61 |
| 2023-06-30 | $721k | 3.5k | 207.03 |
| 2023-03-31 | $651k | 3.5k | 187.02 |
| 2022-12-31 | $594k | 3.5k | 170.55 |
| 2022-09-30 | $565k | 3.5k | 162.36 |
| 2022-06-30 | $600k | 3.5k | 172.41 |
| 2022-03-31 | $726k | 3.5k | 208.62 |
| 2021-12-31 | $762k | 3.5k | 218.97 |
| 2021-09-30 | $687k | 3.5k | 197.53 |
| 2021-06-30 | $716k | 3.7k | 196.11 |
| 2021-03-31 | $656k | 3.7k | 179.73 |
| 2020-12-31 | $627k | 3.7k | 171.69 |
| 2020-09-30 | $570k | 3.7k | 155.74 |
| 2020-06-30 | $542k | 3.8k | 142.33 |
| 2020-03-31 | $552k | 4.7k | 118.53 |
| 2019-12-31 | $861k | 6.0k | 144.08 |