Adapt Wealth Advisors »

iShares S&P Global 100 Index shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global 100 Index by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 21k 126.67
2025-09-30 $2.3M 19k 120.01

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Artificial Etf (AIQ)
Global X Fds Us Infr Dev Etf (PAVE)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Tcw Etf Trust Transform System (PWRD)
Simplify Exchange Traded Fun High Yield Etf (CDX)
NVIDIA Corporation (NVDA)

View all positions for Adapt Wealth Advisors

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Raymond James Financial
Stephens
UBS Group
Ameriprise Financial
Cetera Investment Advisers
Amplius Wealth Advisors
Modern Wealth Management
Envestnet Asset Management
Mather Group
Wells Fargo & Company
Mml Investors Services

View all funds holding iShares S&P Global 100 Index