HHM Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

HHM Wealth Advisors’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	$204K	Hold	557	–	–	0.02%	211
2026 Q1	$177K	Hold	557	–	–	0.02%	207
2025 Q4	$191K	Hold	557	–	–	0.02%	202
2025 Q3	$185K	Hold	557	–	–	0.02%	214
2025 Q2	$170K	Sell	557 -75	-12%	-$20.9K	0.02%	225
2025 Q1	$171K	Hold	632	–	–	0.02%	205
2024 Q4	$183K	Hold	632	–	–	0.02%	196
2024 Q3	$175K	Hold	632	–	–	0.02%	189
2024 Q2	$167K	Hold	632	–	–	0.03%	191
2024 Q1	$156K	Hold	632	–	–	0.03%	171
2023 Q4	$141K	Hold	632	–	–	0.02%	174
2023 Q3	$127K	Hold	632	–	–	0.02%	175
2023 Q2	$131K	Hold	632	–	–	0.02%	178
2023 Q1	$118K	Hold	632	–	–	0.02%	181
2022 Q4	$108K	Hold	632	–	–	0.02%	166
2022 Q3	$103K	Hold	632	–	–	0.03%	164
2022 Q2	$109K	Hold	632	–	–	0.03%	186
2022 Q1	$132K	Hold	632	–	–	0.03%	189
2021 Q4	$138K	Hold	632	–	–	0.03%	181
2021 Q3	$125K	Hold	632	–	–	0.03%	182
2021 Q2	$124K	Hold	632	–	–	0.03%	184
2021 Q1	$114K	Hold	632	–	–	0.04%	171
2020 Q4	$108K	Hold	632	–	–	0.04%	162
2020 Q3	$98K	Hold	632	–	–	0.04%	151
2020 Q2	$90K	Hold	632	–	–	0.04%	158
2020 Q1	$75K	Buy	+632	New	+$87.1K	0.04%	158

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

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

HHM Wealth Advisors's OEF Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 557 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #211.

HHM Wealth Advisors first reported a position in OEF in Q1 2020 and has held it in 26 quarters since. 346 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

HHM Wealth Advisors held 557 shares of iShares S&P 100 ETF worth $204K as of Q2 2026.
HHM Wealth Advisors left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #211 holding.
HHM Wealth Advisors first reported a position in iShares S&P 100 ETF in Q1 2020 and has held it in 26 quarters since.
346 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.