iShares S&P 100 Index shares owned by Forthright Family Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Forthright Family Wealth Advisory
from 13F filings
Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Forthright Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 18k | 332.84 |
| 2025-06-30 | $261k | 858 | 304.35 |
| 2024-12-31 | $210k | 727 | 288.85 |
| 2024-09-30 | $3.4M | 12k | 295.94 |
| 2024-06-30 | $3.7M | 14k | 264.30 |
| 2024-03-31 | $3.4M | 14k | 247.41 |
| 2023-12-31 | $2.9M | 13k | 223.39 |
More positions owned by Forthright Family Wealth Advisory
View all positions for Forthright Family Wealth Advisory