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
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: Q1 2026 in Review

Gilliland Jeter Wealth Management opened a new position in iShares S&P 100 ETF (OEF) in Q1 2026: 6,271 shares worth $1.99M. The stake represents 0.59% of the portfolio and ranks #47 among its holdings. This is a return to the name: Gilliland Jeter Wealth Management previously reported a position in OEF as recently as Q1 2025.

Gilliland Jeter Wealth Management first reported a position in OEF in Q1 2024 and has held it in 5 quarters since. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Gilliland Jeter Wealth Management held 6,271 shares of iShares S&P 100 ETF worth $1.99M as of Q1 2026.
  • iShares S&P 100 ETF was a new Gilliland Jeter Wealth Management position in Q1 2026.
  • iShares S&P 100 ETF made up 0.59% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares S&P 100 ETF in Q1 2024 and has held it in 5 quarters since.
  • 999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.