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Impact Partnership Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Impact Partnership Wealth’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
-687
Closed -$236K – 419
2025
Q4 		$236K Buy
+687
New +$233K 0.03% 317
2024
Q1 		– Sell
-71
Closed -$15.9K – 817
2023
Q4 		$15.9K Buy
+71
New +$14.9K 0.01% 436

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Impact Partnership Wealth's OEF Position: Q1 2026 in Review

Impact Partnership Wealth sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 687 shares — an estimated $236K sold.

Impact Partnership Wealth first reported a position in OEF in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Impact Partnership Wealth reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 687 iShares S&P 100 ETF shares in Q1 2026, an estimated $236K.
  • Impact Partnership Wealth first reported a position in iShares S&P 100 ETF in Q4 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares S&P 100 ETF position peaked at $236K in Q4 2025.
  • 1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.