iShares S&P 100 Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.7M | 35k | 223.39 |
| 2023-09-30 | $3.5M | 17k | 200.64 |
| 2023-06-30 | $1.5M | 7.4k | 207.06 |
| 2023-03-31 | $1.6M | 8.6k | 187.04 |
| 2022-12-31 | $1.3M | 7.5k | 170.57 |
| 2022-09-30 | $1.4M | 8.4k | 162.46 |
| 2022-06-30 | $1.7M | 9.9k | 172.46 |
| 2022-03-31 | $1.6M | 7.5k | 208.53 |
| 2021-12-31 | $346k | 1.6k | 218.85 |
| 2021-09-30 | $310k | 1.6k | 197.45 |