Alta Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Alta Wealth 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	$378K	Sell	1,033 -317	-23%	-$114K	0.1%	131
2026 Q1	$429K	Sell	1,350 -937	-41%	-$314K	0.14%	122
2025 Q4	$784K	Buy	+2,287	New	+$777K	0.26%	66

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

Alta Wealth Advisors's OEF Position: Q2 2026 in Review

Alta Wealth Advisors reduced its iShares S&P 100 ETF (OEF) stake by 23% in Q2 2026, selling an estimated $114K and leaving 1,033 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #131.

Alta Wealth Advisors first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $784K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Alta Wealth Advisors held 1,033 shares of iShares S&P 100 ETF worth $378K as of Q2 2026.
Alta Wealth Advisors sold 317 iShares S&P 100 ETF shares in Q2 2026, an estimated $114K.
iShares S&P 100 ETF made up 0.1% of Alta Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Alta Wealth Advisors first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
Alta Wealth Advisors's iShares S&P 100 ETF position peaked at $784K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.