iShares S&P 100 Index shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight 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 ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 804 | 332.84 |
| 2025-06-30 | $293k | 964 | 304.35 |
| 2025-03-31 | $261k | 964 | 270.83 |
| 2024-12-31 | $292k | 1.0k | 288.85 |
| 2024-09-30 | $280k | 1.0k | 276.76 |
| 2024-06-30 | $268k | 1.0k | 264.30 |
| 2024-03-31 | $252k | 1.0k | 247.41 |
| 2021-12-31 | $213k | 973 | 218.91 |
| 2020-12-31 | $1.0k | 8 | 125.00 |
More positions owned by ForthRight Wealth Management
View all positions for ForthRight Wealth Management