BFC Planning, Inc.’s iShares S&P 100 ETF OEF Stock Holding History

BFC Planning, Inc.’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	$198K	Buy	541 +482	+817%	+$173K	0.01%	936
2026 Q1	$18.6K	Sell	59 -2,475	-98%	-$830K	﹤0.01%	1743
2025 Q4	$869K	Sell	2,534 -23	-0.9%	-$7.81K	0.04%	401
2025 Q3	$851K	Buy	2,557 +984	+63%	+$313K	0.06%	265
2025 Q2	$479K	Buy	1,573 +508	+48%	+$142K	0.04%	373
2025 Q1	$289K	Buy	1,065 +979	+1,138%	+$281K	0.03%	484
2024 Q4	$24.8K	Buy	+86	New	+$24.6K	﹤0.01%	1373

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 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 $468B AUM 17.69% 1-Year Est. Return

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

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

BFC Planning, Inc.'s OEF Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares S&P 100 ETF (OEF) stake by 817% in Q2 2026, buying an estimated $173K and bringing the position to 541 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #936.

BFC Planning, Inc. first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $869K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

BFC Planning, Inc. held 541 shares of iShares S&P 100 ETF worth $198K as of Q2 2026.
BFC Planning, Inc. bought 482 iShares S&P 100 ETF shares in Q2 2026, an estimated $173K.
iShares S&P 100 ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #936 holding.
BFC Planning, Inc. first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares S&P 100 ETF position peaked at $869K in Q4 2025.
1,029 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.