Accelerate Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Accelerate Investment Advisors’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$935K	Sell	2,557 -63	-2%	-$22.6K	0.54%	35
2026 Q1	$833K	Sell	2,620 -3,158	-55%	-$1.06M	0.56%	32
2025 Q4	$1.98M	Buy	5,778 +243	+4%	+$82.6K	1.34%	16
2025 Q3	$1.84M	Buy	5,535 +1,427	+35%	+$454K	1.25%	18
2025 Q2	$1.25M	Buy	4,108 +508	+14%	+$142K	0.93%	23
2025 Q1	$975K	Buy	3,600 +1,953	+119%	+$561K	0.82%	25
2024 Q4	$476K	Sell	1,647 -9	-0.5%	-$2.57K	0.42%	45
2024 Q3	$458K	Buy	+1,656	New	+$442K	0.45%	40

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accelerate Investment Advisors's OEF Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its iShares S&P 100 ETF (OEF) stake by 2.4% in Q2 2026, selling an estimated $22.6K and leaving 2,557 shares worth $935K. The position accounts for 0.54% of the portfolio, ranked #35.

Accelerate Investment Advisors first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Accelerate Investment Advisors held 2,557 shares of iShares S&P 100 ETF worth $935K as of Q2 2026.
Accelerate Investment Advisors sold 63 iShares S&P 100 ETF shares in Q2 2026, an estimated $22.6K.
iShares S&P 100 ETF made up 0.54% of Accelerate Investment Advisors's portfolio in Q2 2026, its #35 holding.
Accelerate Investment Advisors first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's iShares S&P 100 ETF position peaked at $1.98M in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.