Dudley Capital Management’s iShares S&P 100 ETF OEF Stock Holding History

Dudley Capital 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 Q2	$616K	Buy	+1,685	New	+$604K	0.25%	82

Other funds holding OEF

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Dudley Capital Management's OEF Position: Q2 2026 in Review

Dudley Capital Management opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 1,685 shares worth $616K. The stake represents 0.25% of the portfolio and ranks #82 among its holdings.

488 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Dudley Capital Management held 1,685 shares of iShares S&P 100 ETF worth $616K as of Q2 2026.
iShares S&P 100 ETF was a new Dudley Capital Management position in Q2 2026.
iShares S&P 100 ETF made up 0.25% of Dudley Capital Management's portfolio in Q2 2026, its #82 holding.
488 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.