Integrated Advisors Network’s iShares S&P 100 ETF OEF Stock Holding History

Integrated Advisors Network’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	$449K	Sell	1,412 -34	-2%	-$11.4K	0.02%	481
2025 Q4	$496K	Buy	1,446 +14	+1%	+$4.76K	0.02%	475
2025 Q3	$477K	Sell	1,432 -127	-8%	-$40.4K	0.02%	513
2025 Q2	$474K	Sell	1,559 -3	-0.2%	-$836	0.02%	501
2025 Q1	$423K	Buy	1,562 +3	+0.2%	+$861	0.02%	501
2024 Q4	$450K	Sell	1,559 -111	-7%	-$31.8K	0.02%	481
2024 Q3	$462K	Sell	1,670 -253	-13%	-$67.6K	0.02%	494
2024 Q2	$508K	Sell	1,923 -90	-4%	-$22.5K	0.03%	441
2024 Q1	$498K	Sell	2,013 -48,689	-96%	-$11.5M	0.03%	468
2023 Q4	$11.3M	Buy	50,702 +48,875	+2,675%	+$10.3M	0.64%	24
2023 Q3	$367K	Hold	1,827	–	–	0.02%	502
2023 Q2	$378K	Buy	1,827 +32	+2%	+$6.22K	0.02%	498
2023 Q1	$336K	Sell	1,795 -125	-7%	-$22.4K	0.02%	524
2022 Q4	$327K	Buy	1,920 +5	+0.3%	+$863	0.02%	498
2022 Q3	$311K	Buy	+1,915	New	+$348K	0.02%	497

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

Integrated Advisors Network's OEF Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares S&P 100 ETF (OEF) stake by 2.4% in Q1 2026, selling an estimated $11.4K and leaving 1,412 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #481.

Integrated Advisors Network first reported a position in OEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q4 2023. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Integrated Advisors Network held 1,412 shares of iShares S&P 100 ETF worth $449K as of Q1 2026.
Integrated Advisors Network sold 34 iShares S&P 100 ETF shares in Q1 2026, an estimated $11.4K.
iShares S&P 100 ETF made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #481 holding.
Integrated Advisors Network first reported a position in iShares S&P 100 ETF in Q3 2022 and has held it in 15 quarters since.
Integrated Advisors Network's iShares S&P 100 ETF position peaked at $11.3M in Q4 2023.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.