iShares S&P 100 Index shares owned by Quotient Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Quotient Wealth Partners
from 13F filings
Historical chart of Quotient Wealth Partners investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Quotient Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 14k | 332.84 |
| 2025-06-30 | $4.3M | 14k | 304.35 |
| 2025-03-31 | $4.2M | 16k | 270.83 |
| 2024-12-31 | $1.0M | 3.5k | 288.87 |
| 2024-09-30 | $1.0M | 3.6k | 276.77 |
| 2024-06-30 | $947k | 3.6k | 264.31 |
| 2024-03-31 | $764k | 3.1k | 247.43 |
| 2023-12-31 | $1.1M | 5.0k | 223.40 |