Beverly Hills Private Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Beverly Hills Private Wealth’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 Q1	–	Sell	-876	Closed	-$300K	–	362
2025 Q4	$300K	Sell	876 -23	-3%	-$7.81K	0.05%	256
2025 Q3	$299K	Buy	+899	New	+$286K	0.05%	266
2024 Q1	–	Sell	-1,095	Closed	-$245K	–	379
2023 Q4	$245K	Buy	+1,095	New	+$230K	0.06%	287

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Beverly Hills Private Wealth's OEF Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 876 shares — an estimated $300K sold.

Beverly Hills Private Wealth first reported a position in OEF in Q4 2023 and held it in 3 quarters. The position peaked at $300K in Q4 2025. 1,007 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Beverly Hills Private Wealth reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
Beverly Hills Private Wealth sold 876 iShares S&P 100 ETF shares in Q1 2026, an estimated $300K.
Beverly Hills Private Wealth first reported a position in iShares S&P 100 ETF in Q4 2023 and held it in 3 quarters.
Beverly Hills Private Wealth's iShares S&P 100 ETF position peaked at $300K in Q4 2025.
1,007 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.