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Legacy Wealth Management (Mississippi)’s iShares S&P 100 ETF OEF Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q2 		$789K Buy
2,157
+1
+0% +$358 0.2% 60
2026
Q1 		$686K Buy
2,156
+3
+0.1% +$1.01K 0.2% 61
2025
Q4 		$738K Buy
2,153
+3
+0.1% +$1.02K 0.2% 54
2025
Q3 		$716K Buy
2,150
+197
+10% +$62.6K 0.22% 51
2025
Q2 		$594K Buy
1,953
+122
+7% +$34K 0.18% 59
2025
Q1 		$496K Sell
1,831
-291
-14% -$83.6K 0.16% 67
2024
Q4 		$613K Buy
2,122
+1,372
+183% +$392K 0.24% 59
2024
Q3 		$208K Buy
+750
New +$200K 0.08% 95

Other funds holding OEF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s OEF Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its iShares S&P 100 ETF (OEF) stake by 0.05% in Q2 2026, buying an estimated $358 and bringing the position to 2,157 shares worth $789K. The position accounts for 0.2% of the portfolio, ranked #60.

Legacy Wealth Management (Mississippi) first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 2,157 shares of iShares S&P 100 ETF worth $789K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 1 iShares S&P 100 ETF share in Q2 2026, an estimated $358.
  • iShares S&P 100 ETF made up 0.2% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #60 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
  • 337 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.