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iShares S&P 100 Index shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge 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 Wealthedge 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 7.2k 332.89
2025-06-30 $2.2M 7.2k 304.39
2025-03-31 $2.0M 7.3k 270.85
2024-12-31 $2.1M 7.4k 288.85

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Microsoft Corporation (MSFT)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment Advisors

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