King Wealth Management Group’s iShares S&P 100 ETF OEF Stock Holding History

King Wealth Management Group’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	$499K	Sell	1,570 -26	-2%	-$8.72K	0.06%	103
2025 Q4	$547K	Hold	1,596	–	–	0.07%	98
2025 Q3	$531K	Sell	1,596 -15	-0.9%	-$4.77K	0.07%	96
2025 Q2	$490K	Hold	1,611	–	–	0.07%	101
2025 Q1	$436K	Buy	1,611 +100	+7%	+$28.7K	0.07%	100
2024 Q4	$436K	Buy	1,511 +27	+2%	+$7.72K	0.06%	97
2024 Q3	$411K	Hold	1,484	–	–	0.06%	98
2024 Q2	$392K	Hold	1,484	–	–	0.07%	101
2024 Q1	$367K	Hold	1,484	–	–	0.06%	97
2023 Q4	$332K	Hold	1,484	–	–	0.06%	103
2023 Q3	$298K	Hold	1,484	–	–	0.06%	112
2023 Q2	$307K	Hold	1,484	–	–	0.06%	113
2023 Q1	$278K	Hold	1,484	–	–	0.06%	120
2022 Q4	$253K	Hold	1,484	–	–	0.06%	118
2022 Q3	$241K	Hold	1,484	–	–	0.06%	123
2022 Q2	$256K	Hold	1,484	–	–	0.06%	132
2022 Q1	$309K	Hold	1,484	–	–	0.06%	133
2021 Q4	$325K	Sell	1,484 -27	-2%	-$5.72K	0.06%	136
2021 Q3	$298K	Sell	1,511 -25	-2%	-$5.08K	0.06%	140
2021 Q2	$301K	Hold	1,536	–	–	0.06%	140
2021 Q1	$276K	Hold	1,536	–	–	0.06%	134
2020 Q4	$264K	Sell	1,536 -50	-3%	-$8.16K	0.06%	134
2020 Q3	$247K	Hold	1,586	–	–	0.06%	133
2020 Q2	$226K	Buy	+1,586	New	+$213K	0.07%	134
2020 Q1	–	Sell	-1,596	Closed	-$230K	–	154
2019 Q4	$230K	Hold	1,596	–	–	0.06%	126
2019 Q3	$210K	Sell	1,596 -3	-0.2%	-$393	0.06%	132
2019 Q2	$207K	Sell	1,599 -92	-5%	-$11.8K	0.06%	129
2019 Q1	$212K	Buy	+1,691	New	+$204K	0.07%	128
2018 Q4	–	Sell	-1,726	Closed	-$224K	–	139
2018 Q3	$224K	Buy	+1,726	New	+$218K	0.07%	120
2018 Q1	–	Sell	-1,726	Closed	-$205K	–	134
2017 Q4	$205K	Buy	+1,726	New	+$199K	0.07%	120

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

King Wealth Management Group's OEF Position: Q1 2026 in Review

King Wealth Management Group reduced its iShares S&P 100 ETF (OEF) stake by 1.6% in Q1 2026, selling an estimated $8.72K and leaving 1,570 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #103.

King Wealth Management Group first reported a position in OEF in Q4 2017 and has held it in 30 quarters since. The position peaked at $547K in Q4 2025. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

King Wealth Management Group held 1,570 shares of iShares S&P 100 ETF worth $499K as of Q1 2026.
King Wealth Management Group sold 26 iShares S&P 100 ETF shares in Q1 2026, an estimated $8.72K.
iShares S&P 100 ETF made up 0.06% of King Wealth Management Group's portfolio in Q1 2026, its #103 holding.
King Wealth Management Group first reported a position in iShares S&P 100 ETF in Q4 2017 and has held it in 30 quarters since.
King Wealth Management Group's iShares S&P 100 ETF position peaked at $547K in Q4 2025.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.