iShares S&P 100 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Strategic 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 Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.1k | 332.86 |
| 2025-06-30 | $95k | 313 | 304.35 |
| 2019-09-30 | $29 | 230 | 0.13 |
| 2019-06-30 | $29k | 230 | 126.09 |
| 2019-03-31 | $29k | 230 | 126.09 |
| 2018-12-31 | $26k | 230 | 113.04 |
| 2018-09-30 | $30k | 230 | 130.43 |
| 2018-06-30 | $28k | 230 | 121.74 |
| 2018-03-31 | $32k | 273 | 117.22 |
| 2017-12-31 | $311k | 2.7k | 114.72 |