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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Foundation Advisors's OEF Position: Q1 2026 in Review

First Foundation Advisors reduced its iShares S&P 100 ETF (OEF) stake by 16% in Q1 2026, selling an estimated $47.9K and leaving 730 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #312.

First Foundation Advisors first reported a position in OEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

First Foundation Advisors held 730 shares of iShares S&P 100 ETF worth $232K as of Q1 2026.
First Foundation Advisors sold 143 iShares S&P 100 ETF shares in Q1 2026, an estimated $47.9K.
iShares S&P 100 ETF made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #312 holding.
First Foundation Advisors first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 7 quarters since.
First Foundation Advisors's iShares S&P 100 ETF position peaked at $299K in Q4 2025.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.