iShares S&P 100 Index shares owned by WJ Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by WJ Wealth Management 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 WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.3k | 345.32 |
| 2025-06-30 | $2.6M | 8.7k | 304.35 |
| 2025-03-31 | $2.3M | 8.7k | 270.83 |
| 2024-12-31 | $7.7M | 27k | 288.84 |
| 2024-09-30 | $7.4M | 27k | 276.75 |
| 2024-06-30 | $12M | 46k | 264.30 |
| 2024-03-31 | $11M | 46k | 247.40 |
| 2023-12-31 | $12M | 52k | 223.39 |
| 2023-09-30 | $14M | 67k | 200.64 |
| 2023-06-30 | $13M | 62k | 207.06 |