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Michels Family Financial’s iShares S&P 100 ETF OEF Stock Holding History

Michels Family Financial’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
Q1 		$400K Buy
1,258
+133
+12% +$44.6K 0.29% 96
2025
Q4 		$386K Buy
1,125
+202
+22% +$68.6K 0.28% 99
2025
Q3 		$307K Buy
923
+13
+1% +$4.13K 0.24% 110
2025
Q2 		$277K Buy
910
+76
+9% +$21.2K 0.24% 107
2025
Q1 		$226K Buy
834
+1
+0.1% +$287 0.2% 116
2024
Q4 		$241K Buy
+833
New +$238K 0.22% 114

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Michels Family Financial's OEF Position: Q1 2026 in Review

Michels Family Financial increased its iShares S&P 100 ETF (OEF) stake by 12% in Q1 2026, buying an estimated $44.6K and bringing the position to 1,258 shares worth $400K. The position accounts for 0.29% of the portfolio, ranked #96.

Michels Family Financial first reported a position in OEF in Q4 2024 and has held it in 6 quarters since. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Michels Family Financial held 1,258 shares of iShares S&P 100 ETF worth $400K as of Q1 2026.
  • Michels Family Financial bought 133 iShares S&P 100 ETF shares in Q1 2026, an estimated $44.6K.
  • iShares S&P 100 ETF made up 0.29% of Michels Family Financial's portfolio in Q1 2026, its #96 holding.
  • Michels Family Financial first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.