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Family Legacy Financial Solutions’s iShares S&P 100 ETF OEF Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-147
Closed -$48.9K – 167
2025
Q3 		$48.9K Buy
+147
New +$46.7K 0.04% 92

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LPL Financial
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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
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 $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Family Legacy Financial Solutions's OEF Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares S&P 100 ETF (OEF) in Q4 2025, closing a stake of 147 shares — an estimated $48.9K sold.

Family Legacy Financial Solutions first reported a position in OEF in Q3 2025 and held it in 1 quarter. The position peaked at $48.9K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold OEF as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares S&P 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 147 iShares S&P 100 ETF shares in Q4 2025, an estimated $48.9K.
  • Family Legacy Financial Solutions first reported a position in iShares S&P 100 ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares S&P 100 ETF position peaked at $48.9K in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.