Cyrus J. Lawrence’s iShares S&P 100 ETF OEF Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	–	Sell	-300	Closed	-$86K	–	124
2024 Q4	$86K	Hold	300	–	–	0.02%	92
2024 Q3	$83K	Hold	300	–	–	0.02%	90
2024 Q2	$79K	Hold	300	–	–	0.02%	90
2024 Q1	$74K	Buy	+300	New	+$70.8K	0.02%	93
2023 Q3	–	Sell	-300	Closed	-$62K	–	141
2023 Q2	$62K	Hold	300	–	–	0.01%	96
2023 Q1	$56K	Hold	300	–	–	0.02%	99
2022 Q4	$51K	Hold	300	–	–	0.02%	111
2022 Q3	$48K	Hold	300	–	–	0.01%	112
2022 Q2	$51K	Hold	300	–	–	0.01%	144
2022 Q1	$63K	Buy	+300	New	+$61.6K	0.01%	138

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Cyrus J. Lawrence's OEF Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of iShares S&P 100 ETF (OEF) in Q1 2025, closing a stake of 300 shares — an estimated $86K sold.

Cyrus J. Lawrence first reported a position in OEF in Q1 2022 and held it in 10 quarters. The position peaked at $86K in Q4 2024. 893 funds tracked by Wall St. Rank hold OEF as of Q1 2025.

Cyrus J. Lawrence reported no remaining iShares S&P 100 ETF position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 300 iShares S&P 100 ETF shares in Q1 2025, an estimated $86K.
Cyrus J. Lawrence first reported a position in iShares S&P 100 ETF in Q1 2022 and held it in 10 quarters.
Cyrus J. Lawrence's iShares S&P 100 ETF position peaked at $86K in Q4 2024.
893 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.