iShares S&P 100 Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Atticus 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 Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 36k | 247.41 |
| 2023-12-31 | $8.0M | 36k | 223.39 |
| 2023-09-30 | $7.2M | 35k | 207.06 |
| 2023-06-30 | $7.2M | 35k | 207.06 |
| 2023-03-31 | $6.7M | 36k | 187.04 |
| 2022-12-31 | $6.3M | 37k | 170.57 |
| 2022-06-30 | $6.4M | 37k | 172.47 |
| 2022-03-31 | $8.5M | 41k | 208.52 |
| 2021-12-31 | $8.4M | 38k | 219.14 |
| 2021-09-30 | $7.5M | 38k | 197.44 |
| 2021-06-30 | $7.9M | 40k | 196.18 |
| 2021-03-31 | $7.2M | 40k | 179.82 |
| 2020-12-31 | $7.3M | 43k | 171.64 |
| 2020-09-30 | $7.0M | 45k | 155.73 |
| 2020-06-30 | $6.5M | 46k | 142.43 |
| 2020-03-31 | $6.8M | 58k | 118.62 |
| 2019-12-31 | $9.1M | 63k | 144.09 |