Measured Wealth Private Client Group’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.62M | Sell |
4,417
-1,281
| -22% | -$459K | 0.39% | 39 |
|
|
2026
Q1 | $1.81M | Sell |
5,698
-874
| -13% | -$293K | 0.5% | 30 |
|
|
2025
Q4 | $2.25M | Sell |
6,572
-5,581
| -46% | -$1.9M | 0.6% | 29 |
|
|
2025
Q3 | $4.04M | Sell |
12,153
-154
| -1% | -$49K | 1.09% | 19 |
|
|
2025
Q2 | $3.75M | Sell |
12,307
-77
| -0.6% | -$21.5K | 1.12% | 21 |
|
|
2025
Q1 | $3.35M | Sell |
12,384
-64
| -0.5% | -$18.4K | 1.08% | 20 |
|
|
2024
Q4 | $3.6M | Sell |
12,448
-830
| -6% | -$237K | 1.16% | 18 |
|
|
2024
Q3 | $3.67M | Sell |
13,278
-1,404
| -10% | -$375K | 1.23% | 17 |
|
|
2024
Q2 | $3.88M | Sell |
14,682
-3,259
| -18% | -$816K | 1.36% | 14 |
|
|
2024
Q1 | $4.44M | Sell |
17,941
-459
| -2% | -$108K | 1.55% | 11 |
|
|
2023
Q4 | $4.11M | Sell |
18,400
-8
| -0% | -$1.68K | 1.51% | 13 |
|
|
2023
Q3 | $3.69M | Sell |
18,408
-944
| -5% | -$197K | 1.49% | 14 |
|
|
2023
Q2 | $4.01M | Sell |
19,352
-67
| -0.3% | -$13K | 1.52% | 14 |
|
|
2023
Q1 | $3.63M | Sell |
19,419
-264
| -1% | -$47.4K | 1.4% | 13 |
|
|
2022
Q4 | $3.36M | Sell |
19,683
-441
| -2% | -$76.1K | 1.38% | 16 |
|
|
2022
Q3 | $3.27M | Sell |
20,124
-1,654
| -8% | -$300K | 1.44% | 17 |
|
|
2022
Q2 | $3.76M | Buy |
21,778
+2,275
| +12% | +$425K | 1.66% | 11 |
|
|
2022
Q1 | $4.07M | Buy |
19,503
+1,135
| +6% | +$233K | 1.49% | 12 |
|
|
2021
Q4 | $4.03M | Sell |
18,368
-112
| -0.6% | -$23.7K | 1.42% | 13 |
|
|
2021
Q3 | $3.65M | Sell |
18,480
-1,230
| -6% | -$250K | 1.4% | 14 |
|
|
2021
Q2 | $3.87M | Sell |
19,710
-16
| -0.1% | -$3.04K | 1.23% | 15 |
|
|
2021
Q1 | $3.55M | Sell |
19,726
-1,339
| -6% | -$236K | 1.26% | 15 |
|
|
2020
Q4 | $3.62M | Sell |
21,065
-678
| -3% | -$111K | 1.51% | 14 |
|
|
2020
Q3 | $3.39M | Sell |
21,743
-956
| -4% | -$147K | 1.64% | 11 |
|
|
2020
Q2 | $3.23M | Sell |
22,699
-267
| -1% | -$35.9K | 1.89% | 7 |
|
|
2020
Q1 | $2.72M | Sell |
22,966
-562
| -2% | -$77.4K | 2.12% | 10 |
|
|
2019
Q4 | $3.39M | Sell |
23,528
-3,425
| -13% | -$470K | 2.26% | 8 |
|
|
2019
Q3 | $3.54M | Sell |
26,953
-45,413
| -63% | -$5.95M | 2.29% | 8 |
|
|
2019
Q2 | $9.38M | Sell |
72,366
-3,892
| -5% | -$497K | 5.41% | 3 |
|
|
2019
Q1 | $9.55M | Buy |
76,258
+4,117
| +6% | +$496K | 5.89% | 3 |
|
|
2018
Q4 | $8.05M | Buy |
72,141
+1,073
| +2% | +$129K | 7.3% | 4 |
|
|
2018
Q3 | $9.21M | Buy |
71,068
+4,356
| +7% | +$551K | 5.53% | 3 |
|
|
2018
Q2 | $7.98M | Buy |
+66,712
| New | +$7.95M | 6.5% | 4 |
|
|
2017
Q3 | $6.25M | Buy |
+56,143
| New | +$6.14M | 8.54% | 4 |
|
Other funds holding OEF
CAM
Measured Wealth Private Client Group's OEF Position: Q2 2026 in Review
Measured Wealth Private Client Group reduced its iShares S&P 100 ETF (OEF) stake by 22% in Q2 2026, selling an estimated $459K and leaving 4,417 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #39.
Measured Wealth Private Client Group first reported a position in OEF in Q3 2017 and has held it in 34 quarters since. The position peaked at $9.55M in Q1 2019. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.
- Measured Wealth Private Client Group held 4,417 shares of iShares S&P 100 ETF worth $1.62M as of Q2 2026.
- Measured Wealth Private Client Group sold 1,281 iShares S&P 100 ETF shares in Q2 2026, an estimated $459K.
- iShares S&P 100 ETF made up 0.39% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #39 holding.
- Measured Wealth Private Client Group first reported a position in iShares S&P 100 ETF in Q3 2017 and has held it in 34 quarters since.
- Measured Wealth Private Client Group's iShares S&P 100 ETF position peaked at $9.55M in Q1 2019.
- 1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.