iShares S&P 100 Index shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors 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 One Wealth Advisors 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 One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.2M | 37k | 247.41 |
| 2023-09-30 | $5.2M | 26k | 200.64 |
| 2023-06-30 | $4.1M | 20k | 207.06 |
| 2023-03-31 | $3.2M | 17k | 187.04 |
| 2022-12-31 | $3.1M | 18k | 170.57 |
| 2022-06-30 | $6.9M | 40k | 172.47 |
| 2022-03-31 | $2.2M | 11k | 208.55 |