Larson Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Larson Financial 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	$151K	Buy	476 +9	+2%	+$3.02K	﹤0.01%	813
2025 Q4	$160K	Buy	467 +168	+56%	+$57.1K	0.01%	766
2025 Q3	$99.5K	Hold	299	–	–	﹤0.01%	902
2025 Q2	$91K	Buy	299 +66	+28%	+$18.4K	﹤0.01%	875
2025 Q1	$63.1K	Sell	233 -12	-5%	-$3.45K	﹤0.01%	933
2024 Q4	$70.8K	Hold	245	–	–	﹤0.01%	800
2024 Q3	$67.8K	Sell	245 -1,770	-88%	-$473K	﹤0.01%	822
2024 Q2	$533K	Buy	2,015 +1,770	+722%	+$443K	0.04%	262
2024 Q1	$60.6K	Hold	245	–	–	﹤0.01%	648
2023 Q4	$54.7K	Sell	245 -5	-2%	-$1.05K	﹤0.01%	632
2023 Q3	$50.2K	Buy	250 +203	+432%	+$42.3K	﹤0.01%	610
2023 Q2	$9.73K	Hold	47	–	–	﹤0.01%	940
2023 Q1	$8.79K	Hold	47	–	–	﹤0.01%	959
2022 Q4	$8.02K	Hold	47	–	–	﹤0.01%	926
2022 Q3	$8K	Hold	47	–	–	﹤0.01%	849
2022 Q2	$8K	Hold	47	–	–	﹤0.01%	782
2022 Q1	$10K	Hold	47	–	–	﹤0.01%	663
2021 Q4	$10K	Buy	47 +22	+88%	+$4.66K	﹤0.01%	690
2021 Q3	$5K	Buy	+25	New	+$5.08K	﹤0.01%	688

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

Larson Financial Group's OEF Position: Q1 2026 in Review

Larson Financial Group increased its iShares S&P 100 ETF (OEF) stake by 1.9% in Q1 2026, buying an estimated $3.02K and bringing the position to 476 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Larson Financial Group first reported a position in OEF in Q3 2021 and has held it in 19 quarters since. The position peaked at $533K in Q2 2024. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Larson Financial Group held 476 shares of iShares S&P 100 ETF worth $151K as of Q1 2026.
Larson Financial Group bought 9 iShares S&P 100 ETF shares in Q1 2026, an estimated $3.02K.
iShares S&P 100 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #813 holding.
Larson Financial Group first reported a position in iShares S&P 100 ETF in Q3 2021 and has held it in 19 quarters since.
Larson Financial Group's iShares S&P 100 ETF position peaked at $533K in Q2 2024.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.