First Foundation Advisors’s iShares S&P 100 ETF OEF Stock Holding History

First Foundation 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 Q2	$267K	Hold	730	–	–	0.01%	314
2026 Q1	$232K	Sell	730 -143	-16%	-$47.9K	0.01%	312
2025 Q4	$299K	Buy	873 +112	+15%	+$38K	0.01%	280
2025 Q3	$253K	Hold	761	–	–	0.01%	297
2025 Q2	$232K	Hold	761	–	–	0.01%	310
2025 Q1	$206K	Buy	761 +36	+5%	+$10.3K	0.01%	317
2024 Q4	$209K	Hold	725	–	–	0.01%	326
2024 Q3	$201K	Buy	+725	New	+$194K	0.01%	336

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Foundation Advisors's OEF Position: Q2 2026 in Review

First Foundation Advisors held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 730 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #314.

First Foundation Advisors first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

First Foundation Advisors held 730 shares of iShares S&P 100 ETF worth $267K as of Q2 2026.
First Foundation Advisors left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #314 holding.
First Foundation Advisors first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
First Foundation Advisors's iShares S&P 100 ETF position peaked at $299K in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.