American Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

American Financial 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	$277K	Buy	757 +1	+0.1%	+$358	0.03%	146
2026 Q1	$240K	Buy	756 +3	+0.4%	+$1.01K	0.03%	143
2025 Q4	$258K	Buy	753 +2	+0.3%	+$679	0.03%	138
2025 Q3	$250K	Buy	751 +1	+0.1%	+$318	0.03%	138
2025 Q2	$228K	Buy	750 +2	+0.3%	+$557	0.03%	144
2025 Q1	$203K	Buy	748 +1	+0.1%	+$287	0.03%	141
2024 Q4	$216K	Buy	747 +2	+0.3%	+$572	0.03%	140
2024 Q3	$206K	Buy	+745	New	+$199K	0.03%	140
2021 Q1	–	Sell	-1,201	Closed	-$206K	–	130
2020 Q4	$206K	Buy	+1,201	New	+$196K	0.03%	119

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

American Financial Advisors's OEF Position: Q2 2026 in Review

American Financial Advisors increased its iShares S&P 100 ETF (OEF) stake by 0.13% in Q2 2026, buying an estimated $358 and bringing the position to 757 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #146.

American Financial Advisors first reported a position in OEF in Q4 2020 and has held it in 9 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

American Financial Advisors held 757 shares of iShares S&P 100 ETF worth $277K as of Q2 2026.
American Financial Advisors bought 1 iShares S&P 100 ETF share in Q2 2026, an estimated $358.
iShares S&P 100 ETF made up 0.03% of American Financial Advisors's portfolio in Q2 2026, its #146 holding.
American Financial Advisors first reported a position in iShares S&P 100 ETF in Q4 2020 and has held it in 9 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.