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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
2025
Q4 		– Sell
-500
Closed -$44.7K – 5554
2025
Q3 		$44.7K Buy
+500
New +$159K ﹤0.01% 2508

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

Farther Finance Advisors's OEF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares S&P 100 ETF (OEF) stake by 17% in Q2 2026, selling an estimated $2.52M and leaving 33,886 shares worth $12.4M. The position accounts for 0.1% of the portfolio, ranked #184.

Farther Finance Advisors first reported a position in OEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.2M in Q4 2025. 460 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Farther Finance Advisors held 33,886 shares of iShares S&P 100 ETF worth $12.4M as of Q2 2026.
  • Farther Finance Advisors sold 7,045 iShares S&P 100 ETF shares in Q2 2026, an estimated $2.52M.
  • iShares S&P 100 ETF made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #184 holding.
  • Farther Finance Advisors first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares S&P 100 ETF position peaked at $27.2M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.