Core Wealth Partners
IQQ icon

Core Wealth Partners’s iShares Nasdaq 100 ETF IQQ Stock Holding History

Core Wealth Partners’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 		$432K Buy
+17,277
New +$418K 0.18% 111

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Birch Financial Group
Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return
Canvas Wealth Advisors
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Balance Wealth
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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

Core Wealth Partners's IQQ Position: Q3 2026 in Review

Core Wealth Partners opened a new position in iShares Nasdaq 100 ETF (IQQ) in Q3 2026: 17,277 shares worth $432K. The stake represents 0.18% of the portfolio and ranks #111 among its holdings.

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

  • Core Wealth Partners held 17,277 shares of iShares Nasdaq 100 ETF worth $432K as of Q3 2026.
  • iShares Nasdaq 100 ETF was a new Core Wealth Partners position in Q3 2026.
  • iShares Nasdaq 100 ETF made up 0.18% of Core Wealth Partners's portfolio in Q3 2026, its #111 holding.
  • 9 funds tracked by Wall St. Rank held iShares Nasdaq 100 ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.