iShares S&P Global 100 Index shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Global 100 Index by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.0M | 89k | 100.77 |
| 2024-09-30 | $4.7M | 47k | 98.89 |
| 2024-06-30 | $4.1M | 43k | 96.58 |
| 2024-03-31 | $3.7M | 41k | 89.41 |
| 2023-12-31 | $3.3M | 41k | 80.52 |
| 2023-09-30 | $518k | 7.0k | 74.04 |
| 2023-06-30 | $3.1M | 40k | 76.06 |