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iShares S&P 100 Index shares owned by HighRoad Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 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 100 Index by HighRoad Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 607 342.87

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 100 Index

Envestnet Asset Management
SRS Capital Advisors
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Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management
Mml Investors Services
Colony

View all funds holding iShares S&P 100 Index