iShares S&P 100 Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital 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 West Branch Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $150k | 607 | 247.57 |
| 2023-12-31 | $148k | 664 | 223.28 |
| 2023-09-30 | $132k | 660 | 200.49 |
| 2023-06-30 | $137k | 660 | 206.91 |
| 2023-03-31 | $123k | 658 | 186.95 |
| 2022-12-31 | $112k | 655 | 170.68 |
| 2022-09-30 | $106k | 653 | 162.33 |
| 2022-06-30 | $112k | 650 | 172.31 |
| 2022-03-31 | $135k | 648 | 208.33 |
| 2021-12-31 | $142k | 646 | 219.81 |
| 2021-09-30 | $127k | 645 | 196.90 |
| 2021-06-30 | $126k | 643 | 195.96 |
More positions owned by West Branch Capital
Home Depot (HD)
View all positions for West Branch Capital