iShares S&P 100 Index shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Gen-Wealth Partners 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 Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.5k | 332.86 |
| 2025-06-30 | $968k | 3.2k | 304.33 |
| 2025-03-31 | $817k | 3.0k | 270.82 |
| 2024-12-31 | $632k | 2.2k | 288.89 |
| 2024-09-30 | $609k | 2.2k | 281.37 |
| 2024-06-30 | $550k | 2.1k | 264.30 |
| 2024-03-31 | $586k | 2.4k | 247.41 |