Clark Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Clark Wealth Partners’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	$66.2K	Buy	181 +10	+6%	+$3.58K	0.04%	96
2026 Q1	$54.4K	Sell	171 -6	-3%	-$2.01K	0.04%	96
2025 Q4	$60.7K	Hold	177	–	–	0.04%	96
2025 Q3	$60.7K	Buy	177 +104	+142%	+$33.1K	0.04%	96
2025 Q2	$22.2K	Sell	73 -108	-60%	-$30.1K	0.02%	151
2025 Q1	$49K	Buy	+181	New	+$52K	0.04%	89

Other funds holding OEF

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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Clark Wealth Partners's OEF Position: Q2 2026 in Review

Clark Wealth Partners increased its iShares S&P 100 ETF (OEF) stake by 5.8% in Q2 2026, buying an estimated $3.58K and bringing the position to 181 shares worth $66.2K. The position accounts for 0.04% of the portfolio, ranked #96.

Clark Wealth Partners first reported a position in OEF in Q1 2025 and has held it in 6 quarters since. 985 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Clark Wealth Partners held 181 shares of iShares S&P 100 ETF worth $66.2K as of Q2 2026.
Clark Wealth Partners bought 10 iShares S&P 100 ETF shares in Q2 2026, an estimated $3.58K.
iShares S&P 100 ETF made up 0.04% of Clark Wealth Partners's portfolio in Q2 2026, its #96 holding.
Clark Wealth Partners first reported a position in iShares S&P 100 ETF in Q1 2025 and has held it in 6 quarters since.
985 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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