Lyell Wealth Management
OEF icon

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

Lyell 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 		$380K Hold
996
– – 0.02% 184
2026
Q2 		$364K Buy
996
+75
+8% +$26.9K 0.02% 182
2026
Q1 		$293K Hold
921
– – 0.02% 182
2025
Q4 		$316K Sell
921
-19
-2% -$6.46K 0.02% 179
2025
Q3 		$313K Hold
940
– – 0.02% 181
2025
Q2 		$286K Hold
940
– – 0.02% 185
2025
Q1 		$255K Hold
940
– – 0.02% 183
2024
Q4 		$271K Hold
940
– – 0.02% 179
2024
Q3 		$260K Hold
940
– – 0.02% 188
2024
Q2 		$248K Buy
+940
New +$235K 0.02% 182

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

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

Lyell Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 996 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #184.

Lyell Wealth Management first reported a position in OEF in Q2 2024 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Lyell Wealth Management held 996 shares of iShares S&P 100 ETF worth $380K as of Q3 2026.
  • Lyell Wealth Management left its iShares S&P 100 ETF share count unchanged in Q3 2026.
  • iShares S&P 100 ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Lyell Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 10 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.