iShares S&P 100 Index shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares S&P 100 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 100 Index held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 19k | 334.63 |
| 2025-06-30 | $3.8M | 12k | 313.54 |
| 2025-03-31 | $2.8M | 10k | 270.84 |
| 2024-12-31 | $1.7M | 6.1k | 288.87 |
| 2024-09-30 | $1.7M | 6.1k | 276.77 |
| 2024-06-30 | $1.4M | 5.3k | 264.30 |
| 2024-03-31 | $1.3M | 5.1k | 247.41 |
| 2023-12-31 | $2.2M | 9.8k | 223.39 |
More positions owned by Shared Vision Wealth Group
View all positions for Shared Vision Wealth Group