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iShares S&P Global 100 Index shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 18k 80.52
2023-09-30 $1.3M 18k 73.24
2023-06-30 $1.4M 18k 76.06
2023-03-31 $1.2M 18k 70.06
2022-12-31 $1.1M 18k 64.03
2022-09-30 $1.0M 17k 59.51
2022-06-30 $1.1M 17k 64.07
2022-03-31 $1.3M 17k 76.06
2021-12-31 $1.3M 17k 78.02
2021-09-30 $1.1M 15k 71.16
2021-06-30 $1.1M 15k 70.96
2021-03-31 $1.0M 15k 66.03
2020-12-31 $962k 15k 62.90
2020-09-30 $855k 15k 56.29
2020-06-30 $803k 15k 52.80
2020-03-31 $673k 15k 44.68
2019-12-31 $813k 15k 53.97
2019-09-30 $739k 15k 49.46
2019-06-30 $736k 15k 49.26
2019-03-31 $724k 15k 49.11
2018-12-31 $656k 15k 44.50
2018-09-30 $686k 15k 47.01
2018-06-30 $678k 15k 46.45
2018-03-31 $668k 7.2k 92.83
2017-12-31 $704k 7.2k 97.83
2017-09-30 $638k 7.2k 89.03
2017-06-30 $614k 7.2k 85.67
2017-03-31 $574k 7.1k 81.29
2016-12-31 $548k 7.1k 77.61
2016-09-30 $523k 7.0k 74.91
2016-06-30 $501k 7.0k 71.77
2016-03-31 $494k 6.9k 71.96
2015-12-31 $505k 6.9k 72.82
2015-09-30 $492k 7.1k 69.25
2015-06-30 $859k 11k 75.27
2015-03-31 $32M 420k 76.92
2014-12-31 $30M 394k 76.22
2014-09-30 $32M 407k 77.47
2014-06-30 $31M 390k 78.74
2014-03-31 $29M 367k 77.86
2013-12-31 $27M 354k 77.24
2013-09-30 $23M 323k 71.94
2013-06-30 $21M 303k 67.56

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

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