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Farther Finance Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Farther Finance Advisors’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 		– Sell
-29,200
Closed -$2.52M – 6282
2026
Q2 		$2.52M Buy
+29,200
New +$10.5M 0.02% 638
2025
Q4 		– Sell
-200
Closed -$23.8K – 5553
2025
Q3 		$23.8K Buy
+200
New +$63.6K ﹤0.01% 2920

Other funds holding OEF

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors's OEF Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares S&P 100 ETF (OEF) stake by 18% in Q3 2026, selling an estimated $2.28M and leaving 27,833 shares worth $10.6M. The position accounts for 0.08% of the portfolio, ranked #236.

Farther Finance Advisors first reported a position in OEF in Q4 2022 and has held it in 16 quarters since. The position peaked at $27.2M in Q4 2025. 41 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Farther Finance Advisors held 27,833 shares of iShares S&P 100 ETF worth $10.6M as of Q3 2026.
  • Farther Finance Advisors sold 6,053 iShares S&P 100 ETF shares in Q3 2026, an estimated $2.28M.
  • iShares S&P 100 ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #236 holding.
  • Farther Finance Advisors first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares S&P 100 ETF position peaked at $27.2M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.