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Freedom Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Freedom Investment Management’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 		$295K Buy
926
+325
+54% +$109K 0.09% 79
2025
Q4 		$206K Buy
+601
New +$204K 0.06% 117
2025
Q3 		– Sell
-5,164
Closed -$1.57M – 502
2025
Q2 		$1.57M Buy
5,164
+564
+12% +$157K 0.13% 143
2025
Q1 		$1.25M Sell
4,600
-605
-12% -$174K 0.1% 178
2024
Q4 		$1.5M Buy
5,205
+4,043
+348% +$1.16M 0.12% 142
2024
Q3 		$322K Buy
+1,162
New +$310K 0.03% 575

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Freedom Investment Management's OEF Position: Q1 2026 in Review

Freedom Investment Management increased its iShares S&P 100 ETF (OEF) stake by 54% in Q1 2026, buying an estimated $109K and bringing the position to 926 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #79.

Freedom Investment Management first reported a position in OEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q2 2025. 1,002 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Freedom Investment Management held 926 shares of iShares S&P 100 ETF worth $295K as of Q1 2026.
  • Freedom Investment Management bought 325 iShares S&P 100 ETF shares in Q1 2026, an estimated $109K.
  • iShares S&P 100 ETF made up 0.09% of Freedom Investment Management's portfolio in Q1 2026, its #79 holding.
  • Freedom Investment Management first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 6 quarters since.
  • Freedom Investment Management's iShares S&P 100 ETF position peaked at $1.57M in Q2 2025.
  • 1,002 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.