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IFC & Insurance Marketing’s iShares S&P 100 ETF OEF Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-36
Closed -$12K – 483
2025
Q4 		$12K Buy
+36
New +$12.2K 0.01% 365

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IFC & Insurance Marketing's OEF Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 36 shares — an estimated $12K sold.

IFC & Insurance Marketing first reported a position in OEF in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 36 iShares S&P 100 ETF shares in Q1 2026, an estimated $12K.
  • IFC & Insurance Marketing first reported a position in iShares S&P 100 ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares S&P 100 ETF position peaked at $12K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.