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Lynch Investment Planning’s iShares S&P 100 ETF OEF Stock Holding History

Lynch Investment Planning’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 		$2.62M Sell
7,155
-510
-7% -$183K 2.01% 13
2026
Q1 		$2.44M Sell
7,665
-6,131
-44% -$2.06M 2.19% 12
2025
Q4 		$4.73M Buy
+13,796
New +$4.69M 4.53% 7

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lynch Investment Planning's OEF Position: Q2 2026 in Review

Lynch Investment Planning reduced its iShares S&P 100 ETF (OEF) stake by 6.7% in Q2 2026, selling an estimated $183K and leaving 7,155 shares worth $2.62M. The position accounts for 2.01% of the portfolio, ranked #13.

Lynch Investment Planning first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.73M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Lynch Investment Planning held 7,155 shares of iShares S&P 100 ETF worth $2.62M as of Q2 2026.
  • Lynch Investment Planning sold 510 iShares S&P 100 ETF shares in Q2 2026, an estimated $183K.
  • iShares S&P 100 ETF made up 2.01% of Lynch Investment Planning's portfolio in Q2 2026, its #13 holding.
  • Lynch Investment Planning first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Lynch Investment Planning's iShares S&P 100 ETF position peaked at $4.73M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.