Financial Consulate
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Financial Consulate’s iShares S&P 100 ETF OEF Stock Holding History

Financial Consulate’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 		$150K Hold
392
– – 0.02% 185
2026
Q2 		$143K Hold
392
– – 0.02% 194
2026
Q1 		$125K Sell
392
-4
-1% -$1.34K 0.02% 190
2025
Q4 		$136K Buy
396
+4
+1% +$1.36K 0.02% 201
2025
Q3 		$130K Buy
+392
New +$125K 0.02% 201

Other funds holding OEF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Financial Consulate's OEF Position: Q3 2026 in Review

Financial Consulate held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 392 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #185.

Financial Consulate first reported a position in OEF in Q3 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Financial Consulate held 392 shares of iShares S&P 100 ETF worth $150K as of Q3 2026.
  • Financial Consulate left its iShares S&P 100 ETF share count unchanged in Q3 2026.
  • iShares S&P 100 ETF made up 0.02% of Financial Consulate's portfolio in Q3 2026, its #185 holding.
  • Financial Consulate first reported a position in iShares S&P 100 ETF in Q3 2025 and has held it in 5 quarters since.
  • 313 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.