iShares S&P 100 Index shares owned by W Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 25k | 276.76 |
| 2024-06-30 | $6.6M | 25k | 264.30 |
| 2024-03-31 | $6.2M | 25k | 247.41 |
| 2023-12-31 | $6.2M | 28k | 223.39 |
| 2023-09-30 | $5.1M | 25k | 200.64 |
| 2023-06-30 | $5.2M | 25k | 207.06 |
| 2023-03-31 | $4.7M | 25k | 187.04 |
| 2022-12-31 | $4.3M | 25k | 170.57 |
| 2022-09-30 | $4.1M | 25k | 162.67 |
| 2022-06-30 | $587k | 3.4k | 172.36 |
| 2022-03-31 | $1.7M | 8.2k | 208.67 |
| 2021-12-31 | $378k | 1.5k | 250.00 |