iShares S&P 100 Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Perfromance Wealth Partners 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 Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $259k | 756 | 342.97 |
| 2025-09-30 | $241k | 724 | 332.84 |
| 2025-06-30 | $221k | 726 | 304.35 |
| 2024-03-31 | $1.2M | 6.5k | 182.69 |
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