LWM Advisory Services’s iShares S&P 100 ETF OEF Stock Holding History

LWM Advisory Services’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	$240K	Buy	753 +116	+18%	+$38.9K	0.26%	73
2025 Q4	$219K	Buy	+637	New	+$216K	0.13%	80

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

LWM Advisory Services's OEF Position: Q1 2026 in Review

LWM Advisory Services increased its iShares S&P 100 ETF (OEF) stake by 18% in Q1 2026, buying an estimated $38.9K and bringing the position to 753 shares worth $240K. The position accounts for 0.26% of the portfolio, ranked #73.

LWM Advisory Services first reported a position in OEF in Q4 2025 and has held it in 2 quarters since. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

LWM Advisory Services held 753 shares of iShares S&P 100 ETF worth $240K as of Q1 2026.
LWM Advisory Services bought 116 iShares S&P 100 ETF shares in Q1 2026, an estimated $38.9K.
iShares S&P 100 ETF made up 0.26% of LWM Advisory Services's portfolio in Q1 2026, its #73 holding.
LWM Advisory Services first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 2 quarters since.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.