iShares S&P 100 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $77k | 265 | 289.36 |
| 2024-09-30 | $73k | 265 | 276.91 |
| 2024-06-30 | $54k | 203 | 264.00 |
| 2024-03-31 | $30k | 122 | 248.38 |
| 2023-12-31 | $27k | 122 | 223.59 |
| 2023-09-30 | $24k | 121 | 201.13 |
| 2023-06-30 | $25k | 121 | 207.57 |
| 2023-03-31 | $23k | 120 | 188.51 |
| 2022-12-31 | $21k | 121 | 169.88 |
| 2022-09-30 | $20k | 120 | 166.67 |
| 2022-06-30 | $21k | 120 | 175.00 |
| 2022-03-31 | $25k | 119 | 210.08 |
| 2021-12-31 | $26k | 119 | 218.49 |
| 2021-09-30 | $23k | 119 | 193.28 |
| 2021-06-30 | $23k | 119 | 193.28 |
| 2021-03-31 | $21k | 2.0k | 10.26 |
| 2020-12-31 | $20k | 117 | 170.94 |
| 2020-09-30 | $18k | 117 | 153.85 |
| 2020-06-30 | $17k | 116 | 146.55 |
| 2020-03-31 | $14k | 116 | 120.69 |
| 2019-12-31 | $54k | 375 | 144.00 |
More positions owned by Sugarloaf Wealth Management
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