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Mayflower Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Mayflower Financial Advisors’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 		$6.98M Buy
19,075
+3,666
+24% +$1.31M 0.6% 41
2026
Q1 		$4.9M Sell
15,409
-441
-3% -$148K 0.59% 44
2025
Q4 		$5.44M Sell
15,850
-952
-6% -$323K 0.66% 37
2025
Q3 		$5.59M Sell
16,802
-377
-2% -$120K 0.7% 36
2025
Q2 		$5.23M Sell
17,179
-3,103
-15% -$865K 0.73% 35
2025
Q1 		$5.49M Buy
20,282
+1,334
+7% +$383K 0.83% 25
2024
Q4 		$5.47M Sell
18,948
-124
-0.7% -$35.5K 0.82% 30
2024
Q3 		$5.28M Buy
19,072
+224
+1% +$59.9K 0.79% 31
2024
Q2 		$4.98M Sell
18,848
-501
-3% -$125K 0.82% 30
2024
Q1 		$4.79M Sell
19,349
-5,338
-22% -$1.26M 0.8% 29
2023
Q4 		$5.51M Buy
24,687
+3,423
+16% +$720K 0.76% 30
2023
Q3 		$4.27M Buy
21,264
+2,452
+13% +$511K 0.64% 37
2023
Q2 		$3.9M Buy
18,812
+1,333
+8% +$259K 0.5% 49
2023
Q1 		$3.27M Buy
17,479
+3,828
+28% +$687K 0.43% 54
2022
Q4 		$2.33M Buy
13,651
+4,659
+52% +$804K 0.32% 66
2022
Q3 		$1.46M Sell
8,992
-4,887
-35% -$887K 0.24% 81
2022
Q2 		$2.39M Buy
13,879
+11,626
+516% +$2.17M 0.37% 58
2022
Q1 		$470K Buy
+2,253
New +$463K 0.06% 207

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

Mayflower Financial Advisors's OEF Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares S&P 100 ETF (OEF) stake by 24% in Q2 2026, buying an estimated $1.31M and bringing the position to 19,075 shares worth $6.98M. The position accounts for 0.6% of the portfolio, ranked #41.

Mayflower Financial Advisors first reported a position in OEF in Q1 2022 and has held it in 18 quarters since. 186 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Mayflower Financial Advisors held 19,075 shares of iShares S&P 100 ETF worth $6.98M as of Q2 2026.
  • Mayflower Financial Advisors bought 3,666 iShares S&P 100 ETF shares in Q2 2026, an estimated $1.31M.
  • iShares S&P 100 ETF made up 0.6% of Mayflower Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Mayflower Financial Advisors first reported a position in iShares S&P 100 ETF in Q1 2022 and has held it in 18 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.