OEF ISHARES TR S&P 100 INDEX FUND ETF

Ownership history in VICUS CAPITAL  ·  46 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in ISHARES TR S&P 100 INDEX FUND ETF (OEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.09% (2014 Q2)
Avg. % of fund
1.27%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 117,655 +4,410 +3.9% 3.03% $40.4M $342.01
2025 Q3 ADDED 113,245 +77,906 +220.5% 2.88% $37.7M $331.08
2025 Q2 ADDED 35,339 +1,758 +5.2% 0.89% $10.8M $302.08
2025 Q1 REDUCED 33,581 -75,839 -69.3% 0.85% $9.1M $268.23
2024 Q4 ADDED 109,420 +2,543 +2.4% 2.81% $31.6M $285.47
2024 Q3 REDUCED 106,877 -3,688 -3.3% 2.62% $29.6M $272.82
2024 Q2 REDUCED 110,565 -2,757 -2.4% 2.64% $29.2M $259.76
2024 Q1 REDUCED 113,322 -827 -0.7% 2.56% $28.0M $242.56
2023 Q4 REDUCED 114,149 -3,330 -2.8% 2.58% $25.5M $218.36
2023 Q3 ADDED 117,479 +4,153 +3.7% 2.47% $23.6M $195.54
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OEF price (monthly, adj. close)
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