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iShares S&P 100 Index shares owned by United Asset Strategies

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by United Asset Strategies from 13F filings

Historical chart of United Asset Strategies 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 United Asset Strategies 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 United Asset Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $547k 1.6k 332.84
2025-06-30 $500k 1.6k 304.35
2025-03-31 $445k 1.6k 270.83
2024-12-31 $475k 1.6k 288.85
2024-09-30 $455k 1.6k 276.76
2024-06-30 $434k 1.6k 264.30
2024-03-31 $407k 1.6k 247.41
2023-12-31 $367k 1.6k 223.39
2023-09-30 $330k 1.6k 200.64
2023-06-30 $340k 1.6k 207.06
2023-03-31 $4.6M 53k 86.28
2022-12-31 $280k 1.6k 170.57
2022-09-30 $267k 1.6k 162.51
2022-06-30 $283k 1.6k 172.25
2022-03-31 $343k 1.6k 208.76