iShares S&P 100 Index shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group 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 Ratio Wealth Group 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 Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 21k | 247.41 |
| 2023-09-30 | $4.3M | 22k | 200.64 |
| 2023-06-30 | $4.6M | 22k | 207.06 |
| 2022-12-31 | $4.0M | 23k | 170.57 |
| 2022-09-30 | $3.8M | 23k | 162.50 |
| 2022-06-30 | $4.0M | 24k | 172.47 |
| 2022-03-31 | $5.0M | 24k | 208.52 |
| 2021-12-31 | $5.3M | 24k | 219.13 |
| 2021-09-30 | $4.3M | 22k | 197.44 |
| 2021-06-30 | $4.8M | 24k | 196.18 |
| 2021-03-31 | $4.5M | 25k | 179.83 |
| 2020-12-31 | $5.3M | 24k | 219.13 |