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iShares S&P 500 Index shares owned by HighRoad Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HighRoad Wealth Advisors from 13F filings

Historical chart of HighRoad Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by HighRoad Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by HighRoad Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.8M 13k 684.93

More positions owned by HighRoad Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Patrick Industries (PATK)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Cummins (CMI)
Eli Lilly & Co. (LLY)

View all positions for HighRoad Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index