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Comprehensive Financial Consultants Institutional’s iShares S&P 100 ETF OEF Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$567K Sell
1,549
-576
-27% -$206K 0.15% 129
2026
Q1 		$676K Sell
2,125
-367
-15% -$123K 0.2% 120
2025
Q4 		$855K Sell
2,492
-143
-5% -$48.6K 0.26% 102
2025
Q3 		$877K Sell
2,635
-3,732
-59% -$1.19M 0.27% 102
2025
Q2 		$1.94M Sell
6,367
-284
-4% -$79.1K 0.64% 60
2025
Q1 		$1.8M Sell
6,651
-1,360
-17% -$391K 0.64% 55
2024
Q4 		$2.31M Sell
8,011
-97
-1% -$27.7K 0.84% 43
2024
Q3 		$2.24M Buy
8,108
+54
+0.7% +$14.4K 0.82% 43
2024
Q2 		$2.13M Buy
8,054
+54
+0.7% +$13.5K 0.83% 41
2024
Q1 		$1.98M Buy
8,000
+265
+3% +$62.5K 0.82% 46
2023
Q4 		$1.73M Sell
7,735
-12
-0.2% -$2.52K 0.8% 46
2023
Q3 		$1.55M Sell
7,747
-1,769
-19% -$369K 0.82% 43
2023
Q2 		$2M Sell
9,516
-195
-2% -$37.9K 1.06% 30
2023
Q1 		$1.82M Buy
9,711
+180
+2% +$32.3K 1.03% 31
2022
Q4 		$1.68M Sell
9,531
-54
-0.6% -$9.32K 1.02% 30
2022
Q3 		$1.6M Sell
9,585
-144
-1% -$26.1K 1.05% 29
2022
Q2 		$1.7M Buy
9,729
+96
+1% +$17.9K 1.21% 24
2022
Q1 		$1.81M Buy
9,633
+332
+4% +$68.2K 1.26% 25
2021
Q4 		$1.87M Buy
+9,301
New +$1.97M 1.2% 21

Other funds holding OEF

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's OEF Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares S&P 100 ETF (OEF) stake by 27% in Q2 2026, selling an estimated $206K and leaving 1,549 shares worth $567K. The position accounts for 0.15% of the portfolio, ranked #129.

Comprehensive Financial Consultants Institutional first reported a position in OEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q4 2024. 213 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,549 shares of iShares S&P 100 ETF worth $567K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 576 iShares S&P 100 ETF shares in Q2 2026, an estimated $206K.
  • iShares S&P 100 ETF made up 0.15% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #129 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares S&P 100 ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's iShares S&P 100 ETF position peaked at $2.31M in Q4 2024.
  • 213 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.