DecisionPoint Financial’s iShares S&P 100 ETF OEF Stock Holding History

DecisionPoint Financial’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	$9.88K	Hold	27	–	–	﹤0.01%	204
2026 Q1	$8.59K	Sell	27 -39	-59%	-$13.1K	﹤0.01%	194
2025 Q4	$22.6K	Buy	66 +15	+29%	+$5.1K	0.01%	128
2025 Q3	$17K	Hold	51	–	–	﹤0.01%	118
2025 Q2	$15.5K	Hold	51	–	–	﹤0.01%	129
2025 Q1	$13.8K	Hold	51	–	–	﹤0.01%	140
2024 Q4	$14.7K	Hold	51	–	–	﹤0.01%	137
2024 Q3	$14.1K	Buy	51 +39	+325%	+$10.4K	﹤0.01%	139
2024 Q2	$3.18K	Hold	12	–	–	﹤0.01%	196
2024 Q1	$2.9K	Hold	12	–	–	﹤0.01%	214
2023 Q4	$2.68K	Hold	12	–	–	﹤0.01%	170
2023 Q3	$2.41K	Hold	12	–	–	﹤0.01%	182
2023 Q2	$2.48K	Buy	+12	New	+$2.33K	﹤0.01%	163

Other funds holding OEF

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

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

DecisionPoint Financial's OEF Position: Q2 2026 in Review

DecisionPoint Financial held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 27 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

DecisionPoint Financial first reported a position in OEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.6K in Q4 2025. 1,023 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

DecisionPoint Financial held 27 shares of iShares S&P 100 ETF worth $9.88K as of Q2 2026.
DecisionPoint Financial left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #204 holding.
DecisionPoint Financial first reported a position in iShares S&P 100 ETF in Q2 2023 and has held it in 13 quarters since.
DecisionPoint Financial's iShares S&P 100 ETF position peaked at $22.6K in Q4 2025.
1,023 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.