iShares S&P 100 Index shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors 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 Trifecta Capital Advisors 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 Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $742k | 2.2k | 332.84 |
| 2025-06-30 | $679k | 2.2k | 304.35 |
| 2025-03-31 | $604k | 2.2k | 270.83 |
| 2024-12-31 | $644k | 2.2k | 288.85 |
| 2024-09-30 | $617k | 2.2k | 276.76 |
| 2024-06-30 | $589k | 2.2k | 264.30 |
| 2024-03-31 | $552k | 2.2k | 247.41 |
| 2023-12-31 | $498k | 2.2k | 223.39 |
| 2023-09-30 | $447k | 2.2k | 200.64 |
| 2023-06-30 | $462k | 2.2k | 207.06 |
| 2023-03-31 | $417k | 2.2k | 187.04 |
| 2022-12-31 | $380k | 2.2k | 170.57 |