iShares S&P 100 Index shares owned by Altus Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Altus Wealth Management
from 13F filings
Historical chart of Altus Wealth Management 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 Altus 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 Altus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 116k | 247.41 |
| 2023-12-31 | $22M | 97k | 223.39 |
| 2023-09-30 | $19M | 96k | 200.64 |
| 2023-06-30 | $19M | 93k | 207.06 |
| 2023-03-31 | $19M | 100k | 187.04 |
| 2022-12-31 | $16M | 96k | 170.57 |
| 2022-09-30 | $16M | 97k | 162.50 |
| 2022-06-30 | $17M | 101k | 172.47 |
| 2022-03-31 | $21M | 99k | 208.52 |
| 2021-12-31 | $22M | 99k | 219.13 |
| 2021-09-30 | $19M | 98k | 197.44 |
| 2021-06-30 | $18M | 93k | 196.18 |
| 2021-03-31 | $17M | 93k | 179.83 |
| 2020-12-31 | $16M | 91k | 171.64 |
| 2020-09-30 | $14M | 92k | 155.74 |
| 2020-06-30 | $12M | 84k | 142.43 |
| 2020-03-31 | $5.3M | 45k | 118.61 |
| 2019-12-31 | $6.5M | 45k | 144.09 |