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

DHJJ Financial Advisors’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
Q1 		$26.7K Sell
84
-95
-53% -$31.8K 0.01% 492
2025
Q4 		$61.4K Hold
179
– – 0.02% 351
2025
Q3 		$59.6K Hold
179
– – 0.02% 335
2025
Q2 		$54.5K Buy
179
+34
+23% +$9.47K 0.02% 333
2025
Q1 		$39.3K Hold
145
– – 0.02% 344
2024
Q4 		$41.9K Buy
+145
New +$41.5K 0.02% 328

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DHJJ Financial Advisors's OEF Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its iShares S&P 100 ETF (OEF) stake by 53% in Q1 2026, selling an estimated $31.8K and leaving 84 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #492.

DHJJ Financial Advisors first reported a position in OEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.4K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • DHJJ Financial Advisors held 84 shares of iShares S&P 100 ETF worth $26.7K as of Q1 2026.
  • DHJJ Financial Advisors sold 95 iShares S&P 100 ETF shares in Q1 2026, an estimated $31.8K.
  • iShares S&P 100 ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #492 holding.
  • DHJJ Financial Advisors first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • DHJJ Financial Advisors's iShares S&P 100 ETF position peaked at $61.4K in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.