iShares S&P 100 Index shares owned by Wealth Forward
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Wealth Forward
from 13F filings
Historical chart of Wealth Forward investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Wealth Forward
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 59k | 332.84 |
| 2025-06-30 | $18M | 60k | 304.35 |
| 2025-03-31 | $17M | 61k | 270.83 |
| 2024-12-31 | $18M | 61k | 288.85 |
| 2024-09-30 | $16M | 59k | 276.76 |
| 2024-06-30 | $13M | 48k | 264.30 |
| 2024-03-31 | $12M | 47k | 247.41 |
| 2023-12-31 | $10M | 46k | 223.39 |