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iShares S&P 100 Index shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $860k 2.6k 332.84
2025-06-30 $800k 2.6k 304.35
2025-03-31 $1.1M 4.1k 270.83
2024-12-31 $2.0M 6.9k 288.85
2024-09-30 $1.8M 6.3k 276.76

More positions owned by Prosperity Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Series Trust Portfli High Yld (SPHY)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Arista Networks Com Shs (ANET)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Prosperity Wealth Management

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
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index