Strait & Sound Wealth Management »

iShares S&P 100 Index shares owned by Strait & Sound Wealth Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Strait & Sound Wealth Management from 13F filings

Historical chart of Strait & Sound Wealth Management 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 Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 5.2k 332.84
2025-06-30 $1.4M 4.7k 304.35
2025-03-31 $1.2M 4.3k 270.83
2024-12-31 $668k 2.3k 288.85
2024-09-30 $651k 2.4k 276.76