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

Angeles 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	$34.4K	Hold	94	–	–	﹤0.01%	585
2026 Q1	$29.9K	Hold	94	–	–	﹤0.01%	487
2025 Q4	$32.2K	Buy	94 +51	+119%	+$17.3K	﹤0.01%	429
2025 Q3	$14.3K	Hold	43	–	–	﹤0.01%	397
2025 Q2	$13.1K	Hold	43	–	–	﹤0.01%	413
2025 Q1	$11.6K	Hold	43	–	–	﹤0.01%	358
2024 Q4	$12.4K	Hold	43	–	–	﹤0.01%	360
2024 Q3	$11.9K	Hold	43	–	–	﹤0.01%	317
2024 Q2	$11.4K	Hold	43	–	–	﹤0.01%	287
2024 Q1	$10.6K	Hold	43	–	–	﹤0.01%	281
2023 Q4	$9.61K	Hold	43	–	–	﹤0.01%	249
2023 Q3	$8.63K	Buy	+43	New	+$8.96K	﹤0.01%	220

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

Angeles Wealth Management's OEF Position: Q2 2026 in Review

Angeles Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 94 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Angeles Wealth Management first reported a position in OEF in Q3 2023 and has held it in 12 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Angeles Wealth Management held 94 shares of iShares S&P 100 ETF worth $34.4K as of Q2 2026.
Angeles Wealth Management left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #585 holding.
Angeles Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2023 and has held it in 12 quarters since.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.