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Howard Capital Management Group’s iShares S&P 100 ETF OEF Stock Holding History

Howard Capital Management Group’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 		$867K Hold
2,370
– – 0.05% 68
2026
Q1 		$754K Hold
2,370
– – 0.05% 73
2025
Q4 		$813K Buy
2,370
+25
+1% +$8.49K 0.05% 73
2025
Q3 		$781K Hold
2,345
– – 0.05% 73
2025
Q2 		$714K Hold
2,345
– – 0.05% 72
2025
Q1 		$635K Hold
2,345
– – 0.05% 72
2024
Q4 		$677K Hold
2,345
– – 0.05% 74
2024
Q3 		$649K Hold
2,345
– – 0.05% 74
2024
Q2 		$620K Hold
2,345
– – 0.05% 74
2024
Q1 		$580K Hold
2,345
– – 0.04% 76
2023
Q4 		$524K Buy
+2,345
New +$493K 0.05% 70

Other funds holding OEF

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Howard Capital Management Group's OEF Position: Q2 2026 in Review

Howard Capital Management Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 2,370 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #68.

Howard Capital Management Group first reported a position in OEF in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Howard Capital Management Group held 2,370 shares of iShares S&P 100 ETF worth $867K as of Q2 2026.
  • Howard Capital Management Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.05% of Howard Capital Management Group's portfolio in Q2 2026, its #68 holding.
  • Howard Capital Management Group first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.