iShares S&P 100 Index shares owned by Certus Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Certus Wealth Management
from 13F filings
Historical chart of Certus 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 Certus 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 Certus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 20k | 332.84 |
| 2025-06-30 | $4.1M | 13k | 304.35 |
| 2025-03-31 | $3.0M | 11k | 283.38 |
| 2024-12-31 | $1.4M | 4.8k | 295.31 |
| 2024-09-30 | $1.2M | 4.3k | 276.76 |
| 2024-06-30 | $2.4M | 9.1k | 264.30 |
| 2024-03-31 | $2.4M | 9.9k | 243.74 |
| 2023-12-31 | $1.9M | 8.4k | 223.39 |