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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
Q2 		$30.7K Hold
84
– – 0.01% 481
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 $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DHJJ Financial Advisors's OEF Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 84 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #481.

DHJJ Financial Advisors first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.4K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • DHJJ Financial Advisors held 84 shares of iShares S&P 100 ETF worth $30.7K as of Q2 2026.
  • DHJJ Financial Advisors left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #481 holding.
  • DHJJ Financial Advisors first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • DHJJ Financial Advisors's iShares S&P 100 ETF position peaked at $61.4K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.