iShares S&P 100 Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 8.6k | 332.86 |
| 2025-06-30 | $1.0M | 3.4k | 304.38 |
| 2025-03-31 | $896k | 3.3k | 270.87 |
| 2024-12-31 | $300k | 1.0k | 288.78 |
| 2024-09-30 | $287k | 1.0k | 276.77 |
| 2024-06-30 | $273k | 1.0k | 264.28 |
| 2024-03-31 | $254k | 1.0k | 247.52 |
| 2023-12-31 | $594k | 2.7k | 223.43 |