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Central Valley Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Central Valley 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 		$231K Hold
631
– – 0.06% 173
2026
Q1 		$201K Buy
+631
New +$212K 0.05% 185

Other funds holding OEF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Central Valley Advisors's OEF Position: Q2 2026 in Review

Central Valley Advisors held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 631 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #173.

Central Valley Advisors first reported a position in OEF in Q1 2026 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Central Valley Advisors held 631 shares of iShares S&P 100 ETF worth $231K as of Q2 2026.
  • Central Valley Advisors left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #173 holding.
  • Central Valley Advisors first reported a position in iShares S&P 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.