iShares S&P 100 Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $169k | 611 | 276.54 |
| 2024-06-30 | $161k | 609 | 264.20 |
| 2024-03-31 | $150k | 607 | 247.57 |
| 2023-12-31 | $148k | 664 | 223.28 |
| 2023-09-30 | $132k | 660 | 200.49 |
| 2023-06-30 | $137k | 660 | 206.91 |
| 2023-03-31 | $123k | 658 | 186.95 |
| 2022-12-31 | $112k | 655 | 170.68 |
| 2022-09-30 | $106k | 653 | 162.33 |
| 2022-06-30 | $112k | 650 | 172.31 |
| 2022-03-31 | $135k | 648 | 208.33 |
| 2021-12-31 | $142k | 646 | 219.81 |
| 2021-09-30 | $127k | 645 | 196.90 |
| 2021-06-30 | $126k | 643 | 195.96 |