IA
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IFP Advisors’s iShares S&P 100 ETF OEF Stock Holding History

IFP 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 		$26.6M Sell
72,781
-21,248
-23% -$7.61M 0.48% 35
2026
Q1 		$29.9M Sell
94,029
-11,087
-11% -$3.72M 0.62% 22
2025
Q4 		$36.1M Sell
105,116
-1,546
-1% -$525K 0.81% 14
2025
Q3 		$35.5M Buy
106,662
+22,206
+26% +$7.06M 0.92% 12
2025
Q2 		$25.7M Sell
84,456
-18,451
-18% -$5.14M 0.73% 17
2025
Q1 		$27.9M Buy
102,907
+3,277
+3% +$941K 0.86% 12
2024
Q4 		$28.8M Sell
99,630
-2,810
-3% -$804K 0.94% 11
2024
Q3 		$28.4M Sell
102,440
-6,088
-6% -$1.63M 1.02% 11
2024
Q2 		$28.7M Buy
108,528
+1,594
+1% +$399K 1.14% 8
2024
Q1 		$26.5M Buy
106,934
+30,287
+40% +$7.15M 1.16% 8
2023
Q4 		$17.1M Buy
76,647
+2,089
+3% +$439K 0.81% 17
2023
Q3 		$15M Buy
74,558
+4,672
+7% +$973K 0.67% 31
2023
Q2 		$14.5M Sell
69,886
-848
-1% -$165K 0.6% 31
2023
Q1 		$8.54M Sell
70,734
-2,801
-4% -$503K 0.37% 50
2022
Q4 		$8.89M Sell
73,535
-3,453
-4% -$596K 0.24% 86
2022
Q3 		$9.33M Buy
76,988
+7,011
+10% +$1.27M 0.24% 84
2022
Q2 		$8.48M Hold
69,977
– – 0.27% 84
2022
Q1 		$8.48M Buy
69,977
+6,242
+10% +$1.28M 0.27% 84
2021
Q4 		$14M Sell
63,735
-1,181
-2% -$250K 0.27% 37
2021
Q3 		$12.8M Buy
64,916
+354
+0.5% +$71.9K 0.26% 42
2021
Q2 		$12.7M Buy
64,562
+91
+0.1% +$17.3K 0.26% 38
2021
Q1 		$11.6M Sell
64,471
-22,031
-25% -$3.88M 0.23% 37
2020
Q4 		$14.8M Buy
86,502
+2,829
+3% +$462K 0.6% 21
2020
Q3 		$13M Buy
83,673
+39,424
+89% +$6.06M 0.78% 19
2020
Q2 		$6.21M Buy
44,249
+14,916
+51% +$2.01M 0.49% 41
2020
Q1 		$3.52M Buy
29,333
+28,878
+6,347% +$3.98M 0.36% 64
2019
Q4 		$66K Hold
455
– – 0.01% 1138
2019
Q3 		$59K Buy
+455
New +$59.6K ﹤0.01% 1294
2019
Q1 		$124K Sell
980
-15,315
-94% -$1.84M 0.02% 617
2018
Q4 		$1.8M Buy
16,295
+572
+4% +$68.8K 0.11% 207
2018
Q3 		$2.04M Buy
15,723
+1,756
+13% +$222K 0.08% 255
2018
Q2 		$1.67M Sell
13,967
-276
-2% -$32.9K 0.07% 288
2018
Q1 		$1.69M Hold
14,243
– – 0.08% 269
2017
Q4 		$1.69M Buy
14,243
+4,071
+40% +$470K 0.08% 269
2017
Q3 		$1.13M Buy
10,172
+1,100
+12% +$120K 0.04% 408
2017
Q2 		$970K Buy
9,072
+667
+8% +$70.9K 0.04% 444
2017
Q1 		$880K Buy
8,405
+943
+13% +$97.4K 0.04% 458
2016
Q4 		$741K Buy
7,462
+694
+10% +$67.3K 0.04% 473
2016
Q3 		$649K Buy
6,768
+792
+13% +$76K 0.03% 479
2016
Q2 		$555K Buy
5,976
+4,996
+510% +$461K 0.03% 514
2016
Q1 		$124K Sell
980
-2,226
-69% -$194K 0.02% 617
2015
Q4 		$292K Buy
+3,206
New +$294K 0.02% 680

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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IFP Advisors's OEF Position: Q2 2026 in Review

IFP Advisors reduced its iShares S&P 100 ETF (OEF) stake by 23% in Q2 2026, selling an estimated $7.61M and leaving 72,781 shares worth $26.6M. The position accounts for 0.48% of the portfolio, ranked #35.

IFP Advisors first reported a position in OEF in Q4 2015 and has held it in 42 quarters since. The position peaked at $36.1M in Q4 2025. 272 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • IFP Advisors held 72,781 shares of iShares S&P 100 ETF worth $26.6M as of Q2 2026.
  • IFP Advisors sold 21,248 iShares S&P 100 ETF shares in Q2 2026, an estimated $7.61M.
  • iShares S&P 100 ETF made up 0.48% of IFP Advisors's portfolio in Q2 2026, its #35 holding.
  • IFP Advisors first reported a position in iShares S&P 100 ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares S&P 100 ETF position peaked at $36.1M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.