DKM Wealth Management
OEF icon

DKM Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

DKM Wealth Management’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 		$712K Buy
1,863
+36
+2% +$13.5K 0.45% 28
2026
Q2 		$669K Hold
1,827
– – 0.44% 27
2026
Q1 		$581K Sell
1,827
-120
-6% -$40.2K 0.42% 27
2025
Q4 		$668K Hold
1,947
– – 0.5% 28
2025
Q3 		$648K Sell
1,947
-180
-8% -$57.2K 0.52% 27
2025
Q2 		$647K Sell
2,127
-600
-22% -$167K 0.56% 25
2025
Q1 		$739K Buy
2,727
+171
+7% +$49.1K 0.72% 21
2024
Q4 		$738K Buy
+2,556
New +$731K 0.7% 20

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
CM Wealth Advisors
CM Wealth Advisors Beachwood, Ohio $603M AUM 18.21% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DKM Wealth Management's OEF Position: Q3 2026 in Review

DKM Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 2% in Q3 2026, buying an estimated $13.5K and bringing the position to 1,863 shares worth $712K. The position accounts for 0.45% of the portfolio, ranked #28.

DKM Wealth Management first reported a position in OEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $739K in Q1 2025. 726 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • DKM Wealth Management held 1,863 shares of iShares S&P 100 ETF worth $712K as of Q3 2026.
  • DKM Wealth Management bought 36 iShares S&P 100 ETF shares in Q3 2026, an estimated $13.5K.
  • iShares S&P 100 ETF made up 0.45% of DKM Wealth Management's portfolio in Q3 2026, its #28 holding.
  • DKM Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 8 quarters since.
  • DKM Wealth Management's iShares S&P 100 ETF position peaked at $739K in Q1 2025.
  • 726 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.