Alpine Bank Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Alpine Bank Wealth Management’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	$7.32K	Buy	+20	New	+$7.16K	﹤0.01%	385
2025 Q4	–	Sell	-20	Closed	-$6.66K	–	319
2025 Q3	$6.66K	Hold	20	–	–	﹤0.01%	398
2025 Q2	$6.09K	Hold	20	–	–	﹤0.01%	394
2025 Q1	$5.42K	Buy	+20	New	+$5.74K	﹤0.01%	390
2024 Q3	$5.54K	Buy	+20	New	+$5.34K	﹤0.01%	406

Other funds holding OEF

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Alpine Bank Wealth Management's OEF Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 20 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in OEF as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in OEF in Q3 2024 and has held it in 5 quarters since. 685 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Alpine Bank Wealth Management held 20 shares of iShares S&P 100 ETF worth $7.32K as of Q2 2026.
iShares S&P 100 ETF was a new Alpine Bank Wealth Management position in Q2 2026.
iShares S&P 100 ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #385 holding.
Alpine Bank Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 5 quarters since.
685 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.