DDD Partners
OEF icon

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

DDD 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
Q3 		$273K Hold
714
– – 0.02% 145
2026
Q2 		$261K Hold
714
– – 0.02% 143
2026
Q1 		$227K Hold
714
– – 0.02% 127
2025
Q4 		$245K Hold
714
– – 0.02% 115
2025
Q3 		$238K Hold
714
– – 0.02% 114
2025
Q2 		$217K Buy
+714
New +$199K 0.02% 106
2025
Q1 		– Sell
-714
Closed -$206K – 106
2024
Q4 		$206K Buy
+714
New +$204K 0.03% 93

Other funds holding OEF

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

DDD Partners's OEF Position: Q3 2026 in Review

DDD Partners held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 714 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #145.

DDD Partners first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • DDD Partners held 714 shares of iShares S&P 100 ETF worth $273K as of Q3 2026.
  • DDD Partners left its iShares S&P 100 ETF share count unchanged in Q3 2026.
  • iShares S&P 100 ETF made up 0.02% of DDD Partners's portfolio in Q3 2026, its #145 holding.
  • DDD Partners first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

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