LF
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LifeSteps Financial’s iShares S&P 100 ETF OEF Stock Holding History

LifeSteps Financial’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 		$34.4K Buy
+94
New +$33.7K 0.02% 253
2024
Q2 		– Sell
-82
Closed -$20.3K – 300
2024
Q1 		$20.3K Buy
+82
New +$19.4K 0.02% 227

Other funds holding OEF

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeSteps Financial's OEF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 94 shares worth $34.4K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in OEF as recently as Q1 2024.

LifeSteps Financial first reported a position in OEF in Q1 2024 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • LifeSteps Financial held 94 shares of iShares S&P 100 ETF worth $34.4K as of Q2 2026.
  • iShares S&P 100 ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares S&P 100 ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #253 holding.
  • LifeSteps Financial first reported a position in iShares S&P 100 ETF in Q1 2024 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.