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iShares S&P 100 Index shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 655 332.84

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Avantis Us Mid C (AVMV)

View all positions for Prosperity Planning

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
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

View all funds holding iShares S&P 100 Index