Gilliland Jeter Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.39M Buy
6,523
+252
+4% +$90.3K 0.63% 42
2026
Q1
$1.99M Buy
+6,271
New +$2.1M 0.59% 47
2025
Q2
Sell
-802
Closed -$217K 185
2025
Q1
$217K Buy
+802
New +$230K 0.08% 163
2024
Q4
Sell
-87
Closed -$24.1K 494
2024
Q3
$24.1K Buy
87
+22
+34% +$5.88K 0.01% 371
2024
Q2
$17.2K Buy
65
+28
+76% +$7.01K 0.01% 395
2024
Q1
$9.15K Buy
+37
New +$8.73K ﹤0.01% 440

Other funds holding OEF

Gilliland Jeter Wealth Management's OEF Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 4% in Q2 2026, buying an estimated $90.3K and bringing the position to 6,523 shares worth $2.39M. The position accounts for 0.63% of the portfolio, ranked #42.

Gilliland Jeter Wealth Management first reported a position in OEF in Q1 2024 and has held it in 6 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Gilliland Jeter Wealth Management held 6,523 shares of iShares S&P 100 ETF worth $2.39M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 252 iShares S&P 100 ETF shares in Q2 2026, an estimated $90.3K.
  • iShares S&P 100 ETF made up 0.63% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares S&P 100 ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.