iShares S&P 100 Index shares owned by True Wealth Design
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $69k | 250 | 276.76 |
| 2024-06-30 | $66k | 250 | 264.30 |
| 2024-03-31 | $62k | 250 | 247.41 |
| 2023-12-31 | $56k | 250 | 223.39 |
| 2023-09-30 | $50k | 250 | 200.64 |
| 2023-06-30 | $52k | 250 | 207.06 |
| 2023-03-31 | $47k | 250 | 187.04 |
| 2022-12-31 | $75k | 440 | 170.57 |