LWM
OEF icon

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

LongView Wealth Management’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 		$548K Buy
1,498
+142
+10% +$50.9K 0.14% 123
2026
Q1 		$463K Sell
1,356
-926
-41% -$310K 0.12% 143
2025
Q4 		$791K Buy
+2,282
New +$775K 0.19% 108

Other funds holding OEF

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

LongView Wealth Management's OEF Position: Q2 2026 in Review

LongView Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 10% in Q2 2026, buying an estimated $50.9K and bringing the position to 1,498 shares worth $548K. The position accounts for 0.14% of the portfolio, ranked #123.

LongView Wealth Management first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $791K in Q4 2025. 186 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • LongView Wealth Management held 1,498 shares of iShares S&P 100 ETF worth $548K as of Q2 2026.
  • LongView Wealth Management bought 142 iShares S&P 100 ETF shares in Q2 2026, an estimated $50.9K.
  • iShares S&P 100 ETF made up 0.14% of LongView Wealth Management's portfolio in Q2 2026, its #123 holding.
  • LongView Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • LongView Wealth Management's iShares S&P 100 ETF position peaked at $791K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.