iShares S&P 100 Index shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $288k | 1.0k | 276.76 |
| 2024-06-30 | $275k | 1.0k | 264.30 |
| 2024-03-31 | $295k | 1.2k | 247.41 |
| 2023-12-31 | $266k | 1.2k | 223.39 |
| 2023-09-30 | $239k | 1.2k | 200.64 |
| 2023-06-30 | $247k | 1.2k | 207.06 |
| 2023-03-31 | $223k | 1.2k | 187.04 |
| 2022-12-31 | $203k | 1.2k | 170.57 |
| 2021-12-31 | $261k | 1.2k | 218.96 |
| 2021-06-30 | $234k | 1.2k | 196.31 |
| 2021-03-31 | $214k | 1.2k | 179.53 |
| 2020-12-31 | $228k | 1.3k | 171.56 |
| 2020-09-30 | $28k | 179 | 156.42 |