Balance Wealth
IQQ icon

Balance Wealth’s iShares Nasdaq 100 ETF IQQ Stock Holding History

Balance Wealth’s Portfolio IQQ Stock Details IQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.8K Buy
+1,071
New +$25.9K 0.01% 416

Other funds holding IQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Birch Financial Group
Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return
Core Wealth Partners
Core Wealth Partners Santa Rosa, California $245M AUM 19.44% 1-Year Est. Return
Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Balance Wealth's IQQ Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares Nasdaq 100 ETF (IQQ) in Q3 2026: 1,071 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings.

9 funds tracked by Wall St. Rank hold IQQ as of Q3 2026.

  • Balance Wealth held 1,071 shares of iShares Nasdaq 100 ETF worth $26.8K as of Q3 2026.
  • iShares Nasdaq 100 ETF was a new Balance Wealth position in Q3 2026.
  • iShares Nasdaq 100 ETF made up 0.01% of Balance Wealth's portfolio in Q3 2026, its #416 holding.
  • 9 funds tracked by Wall St. Rank held iShares Nasdaq 100 ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.