iShares S&P 100 Index shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by VERITY Wealth 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 VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $900k | 3.1k | 288.89 |
| 2024-09-30 | $862k | 3.1k | 276.80 |
| 2024-06-30 | $823k | 3.1k | 264.34 |
| 2024-03-31 | $771k | 3.1k | 247.44 |
| 2023-12-31 | $708k | 3.2k | 223.42 |
| 2023-09-30 | $625k | 3.1k | 200.67 |
| 2023-06-30 | $645k | 3.1k | 207.09 |
| 2023-03-31 | $657k | 3.5k | 187.06 |
| 2022-12-31 | $599k | 3.5k | 170.59 |
| 2022-09-30 | $571k | 3.5k | 162.63 |
| 2022-06-30 | $606k | 3.5k | 172.60 |
| 2022-03-31 | $790k | 3.8k | 208.50 |
| 2021-12-31 | $830k | 3.8k | 219.06 |
| 2021-09-30 | $748k | 3.8k | 197.41 |
| 2021-06-30 | $743k | 3.8k | 196.09 |
| 2021-03-31 | $681k | 3.8k | 179.73 |
| 2020-12-31 | $650k | 3.8k | 171.55 |
| 2020-09-30 | $590k | 3.8k | 155.71 |
| 2020-06-30 | $540k | 3.8k | 142.52 |
| 2020-03-31 | $450k | 3.8k | 118.76 |
| 2019-12-31 | $546k | 3.8k | 144.10 |
| 2019-09-30 | $498k | 3.8k | 131.43 |
| 2019-06-30 | $491k | 3.8k | 129.59 |
| 2019-03-31 | $472k | 3.8k | 125.37 |
| 2018-12-31 | $418k | 3.7k | 111.53 |