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

Global Wealth 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
Q2 		$325K Hold
887
– – 0.17% 33
2026
Q1 		$282K Hold
887
– – 0.15% 38
2025
Q4 		$304K Hold
887
– – 0.16% 28
2025
Q3 		$295K Hold
887
– – 0.16% 27
2025
Q2 		$272K Hold
887
– – 0.15% 27
2025
Q1 		$240K Hold
887
– – 0.14% 27
2024
Q4 		$256K Hold
887
– – 0.16% 26
2024
Q3 		$245K Buy
+887
New +$237K 0.17% 25

Other funds holding OEF

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Global Wealth Management's OEF Position: Q2 2026 in Review

Global Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 887 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #33.

Global Wealth Management first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Global Wealth Management held 887 shares of iShares S&P 100 ETF worth $325K as of Q2 2026.
  • Global Wealth Management left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.17% of Global Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Global Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.