LongView Wealth Management
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
Q3 		$570K Sell
1,492
-6
-0.4% -$2.26K 0.14% 127
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

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

LongView Wealth Management's OEF Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares S&P 100 ETF (OEF) stake by 0.4% in Q3 2026, selling an estimated $2.26K and leaving 1,492 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #127.

LongView Wealth Management first reported a position in OEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $791K in Q4 2025. 632 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • LongView Wealth Management held 1,492 shares of iShares S&P 100 ETF worth $570K as of Q3 2026.
  • LongView Wealth Management sold 6 iShares S&P 100 ETF shares in Q3 2026, an estimated $2.26K.
  • iShares S&P 100 ETF made up 0.14% of LongView Wealth Management's portfolio in Q3 2026, its #127 holding.
  • LongView Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • LongView Wealth Management's iShares S&P 100 ETF position peaked at $791K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.