iShares S&P 100 Index shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 100 Index by Catalytic Wealth RIA
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 3.9k | 276.76 |
2024-06-30 | $1.0M | 3.9k | 264.30 |
2024-03-31 | $964k | 3.9k | 247.41 |
2023-12-31 | $866k | 3.9k | 223.39 |