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

Empirical 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
Q2 		$345K Hold
943
– – 0.01% 826
2026
Q1 		$300K Buy
943
+228
+32% +$76.4K 0.01% 789
2025
Q4 		$245K Sell
715
-28
-4% -$9.51K ﹤0.01% 779
2025
Q3 		$247K Buy
743
+70
+10% +$22.3K ﹤0.01% 685
2025
Q2 		$205K Buy
+673
New +$188K ﹤0.01% 650

Other funds holding OEF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Empirical Wealth Management's OEF Position: Q2 2026 in Review

Empirical Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 943 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #826.

Empirical Wealth Management first reported a position in OEF in Q2 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Empirical Wealth Management held 943 shares of iShares S&P 100 ETF worth $345K as of Q2 2026.
  • Empirical Wealth Management left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #826 holding.
  • Empirical Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 5 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.