MIG
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McGuire Investment Group’s iShares S&P 100 ETF OEF Stock Holding History

McGuire Investment Group’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 		$289K Hold
789
– – 0.03% 118
2026
Q1 		$251K Hold
789
– – 0.03% 113
2025
Q4 		$271K Hold
789
– – 0.03% 110
2025
Q3 		$263K Hold
789
– – 0.03% 108
2025
Q2 		$240K Sell
789
-16
-2% -$4.46K 0.03% 105
2025
Q1 		$218K Hold
805
– – 0.03% 105
2024
Q4 		$233K Sell
805
-16
-2% -$4.58K 0.03% 106
2024
Q3 		$227K Hold
821
– – 0.03% 109
2024
Q2 		$217K Hold
821
– – 0.03% 110
2024
Q1 		$203K Buy
+821
New +$194K 0.03% 115
2023
Q2 		– Sell
-1,821
Closed -$341K – 127
2023
Q1 		$341K Sell
1,821
-161
-8% -$28.9K 0.07% 87
2022
Q4 		$338K Hold
1,982
– – 0.07% 88
2022
Q3 		$322K Hold
1,982
– – 0.07% 87
2022
Q2 		$342K Hold
1,982
– – 0.07% 84
2022
Q1 		$413K Hold
1,982
– – 0.08% 83
2021
Q4 		$434K Sell
1,982
-200
-9% -$42.4K 0.07% 85
2021
Q3 		$431K Buy
2,182
+36
+2% +$7.31K 0.08% 85
2021
Q2 		$421K Hold
2,146
– – 0.08% 86
2021
Q1 		$386K Sell
2,146
-170
-7% -$30K 0.08% 84
2020
Q4 		$398K Hold
2,316
– – 0.1% 79
2020
Q3 		$361K Hold
2,316
– – 0.11% 76
2020
Q2 		$330K Hold
2,316
– – 0.11% 72
2020
Q1 		$275K Hold
2,316
– – 0.11% 69
2019
Q4 		$334K Hold
2,316
– – 0.1% 78
2019
Q3 		$305K Sell
2,316
-28
-1% -$3.67K 0.1% 81
2019
Q2 		$304K Hold
2,344
– – 0.1% 80
2019
Q1 		$294K Sell
2,344
-25
-1% -$3.01K 0.1% 79
2018
Q4 		$264K Hold
2,369
– – 0.1% 79
2018
Q3 		$307K Buy
+2,369
New +$300K 0.1% 79

Other funds holding OEF

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

McGuire Investment Group's OEF Position: Q2 2026 in Review

McGuire Investment Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 789 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #118.

McGuire Investment Group first reported a position in OEF in Q3 2018 and has held it in 29 quarters since. The position peaked at $434K in Q4 2021. 655 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • McGuire Investment Group held 789 shares of iShares S&P 100 ETF worth $289K as of Q2 2026.
  • McGuire Investment Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.03% of McGuire Investment Group's portfolio in Q2 2026, its #118 holding.
  • McGuire Investment Group first reported a position in iShares S&P 100 ETF in Q3 2018 and has held it in 29 quarters since.
  • McGuire Investment Group's iShares S&P 100 ETF position peaked at $434K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.