Intercontinental Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Intercontinental Wealth 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
2023 Q2	$259K	Hold	1,249	–	–	0.06%	279
2023 Q1	$234K	Buy	+1,249	New	+$224K	0.06%	291

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intercontinental Wealth Advisors's OEF Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares S&P 100 ETF (OEF) position steady in Q2 2023 at 1,249 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #279.

Intercontinental Wealth Advisors first reported a position in OEF in Q1 2023 and has held it in 2 quarters since. 548 funds tracked by Wall St. Rank hold OEF as of Q2 2023.

Intercontinental Wealth Advisors held 1,249 shares of iShares S&P 100 ETF worth $259K as of Q2 2023.
Intercontinental Wealth Advisors left its iShares S&P 100 ETF share count unchanged in Q2 2023.
iShares S&P 100 ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #279 holding.
Intercontinental Wealth Advisors first reported a position in iShares S&P 100 ETF in Q1 2023 and has held it in 2 quarters since.
548 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.