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iShares S&P 100 Index shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 1.8k 332.79
2025-06-30 $2.7M 8.8k 304.37
2025-03-31 $1.3M 4.9k 270.83

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding iShares S&P 100 Index

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

View all funds holding iShares S&P 100 Index