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

Horizon 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 Q1	$1.18M	Buy	+3,697	New	+$1.24M	0.17%	56

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Horizon Wealth Management's OEF Position: Q1 2026 in Review

Horizon Wealth Management opened a new position in iShares S&P 100 ETF (OEF) in Q1 2026: 3,697 shares worth $1.18M. The stake represents 0.17% of the portfolio and ranks #56 among its holdings.

1,001 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Horizon Wealth Management held 3,697 shares of iShares S&P 100 ETF worth $1.18M as of Q1 2026.
iShares S&P 100 ETF was a new Horizon Wealth Management position in Q1 2026.
iShares S&P 100 ETF made up 0.17% of Horizon Wealth Management's portfolio in Q1 2026, its #56 holding.
1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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