EF
OEF icon

Empowered Funds’s iShares S&P 100 ETF OEF Stock Holding History

Empowered Funds’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 		$24.9M Buy
+78,138
New +$26.2M 0.16% 124
2025
Q4 		– Sell
-74,653
Closed -$24.8M – 1621
2025
Q3 		$24.8M Buy
+74,653
New +$23.7M 0.25% 60
2024
Q2 		– Sell
-1,403
Closed -$347K – 1437
2024
Q1 		$347K Buy
+1,403
New +$331K 0.01% 1173

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

Empowered Funds's OEF Position: Q1 2026 in Review

Empowered Funds opened a new position in iShares S&P 100 ETF (OEF) in Q1 2026: 78,138 shares worth $24.9M. The stake represents 0.16% of the portfolio and ranks #124 among its holdings. This is a return to the name: Empowered Funds previously reported a position in OEF as recently as Q3 2025.

Empowered Funds first reported a position in OEF in Q1 2024 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Empowered Funds held 78,138 shares of iShares S&P 100 ETF worth $24.9M as of Q1 2026.
  • iShares S&P 100 ETF was a new Empowered Funds position in Q1 2026.
  • iShares S&P 100 ETF made up 0.16% of Empowered Funds's portfolio in Q1 2026, its #124 holding.
  • Empowered Funds first reported a position in iShares S&P 100 ETF in Q1 2024 and has held it in 3 quarters since.
  • 999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.