Advocate Investing Services’s iShares S&P 100 ETF OEF Stock Holding History

Advocate Investing Services’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	$55.2K	Buy	151 +106	+236%	+$38K	0.04%	163
2026 Q1	$14.3K	Buy	45 +36	+400%	+$12.1K	0.01%	222
2025 Q4	$3.09K	Buy	+9	New	+$3.06K	﹤0.01%	316

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

Advocate Investing Services's OEF Position: Q2 2026 in Review

Advocate Investing Services increased its iShares S&P 100 ETF (OEF) stake by 236% in Q2 2026, buying an estimated $38K and bringing the position to 151 shares worth $55.2K. The position accounts for 0.04% of the portfolio, ranked #163.

Advocate Investing Services first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Advocate Investing Services held 151 shares of iShares S&P 100 ETF worth $55.2K as of Q2 2026.
Advocate Investing Services bought 106 iShares S&P 100 ETF shares in Q2 2026, an estimated $38K.
iShares S&P 100 ETF made up 0.04% of Advocate Investing Services's portfolio in Q2 2026, its #163 holding.
Advocate Investing Services first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.