Mitchell Sinkler & Starr’s iShares S&P 100 ETF OEF Stock Holding History

Mitchell Sinkler & Starr’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 Q3	$649K	Hold	1,698	–	–	0.26%	78
2026 Q2	$621K	Hold	1,698	–	–	0.26%	85
2026 Q1	$540K	Sell	1,698 -400	-19%	-$134K	0.25%	88
2025 Q4	$720K	Hold	2,098	–	–	0.33%	68
2025 Q3	$698K	Hold	2,098	–	–	0.31%	70
2025 Q2	$639K	Hold	2,098	–	–	0.31%	77
2025 Q1	$568K	Hold	2,098	–	–	0.16%	95
2024 Q4	$606K	Hold	2,098	–	–	0.16%	91
2024 Q3	$581K	Hold	2,098	–	–	0.15%	98
2024 Q2	$563K	Hold	2,098	–	–	0.14%	93
2024 Q1	$519K	Hold	2,098	–	–	0.13%	107
2023 Q4	$469K	Buy	+2,098	New	+$441K	0.09%	133
2023 Q3	–	Sell	-2,098	Closed	-$434K	–	120
2023 Q2	$434K	Hold	2,098	–	–	0.12%	102
2023 Q1	$392K	Buy	+2,098	New	+$376K	0.12%	104
2022 Q1	–	Sell	-1,498	Closed	-$328K	–	122
2021 Q4	$328K	Hold	1,498	–	–	0.1%	100
2021 Q3	$296K	Hold	1,498	–	–	0.27%	87
2021 Q2	$294K	Hold	1,498	–	–	0.27%	88
2021 Q1	$269K	Hold	1,498	–	–	0.26%	88
2020 Q4	$257K	Hold	1,498	–	–	0.25%	85
2020 Q3	$233K	Hold	1,498	–	–	0.24%	90
2020 Q2	$213K	Buy	+1,498	New	+$202K	0.24%	89
2020 Q1	–	Sell	-1,498	Closed	-$216K	–	100
2019 Q4	$216K	Buy	+1,498	New	+$206K	0.23%	98

Other funds holding OEF

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Mitchell Sinkler & Starr's OEF Position: Q3 2026 in Review

Mitchell Sinkler & Starr held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 1,698 shares worth $649K. The position accounts for 0.26% of the portfolio, ranked #78.

Mitchell Sinkler & Starr first reported a position in OEF in Q4 2019 and has held it in 22 quarters since. The position peaked at $720K in Q4 2025. 287 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

Mitchell Sinkler & Starr held 1,698 shares of iShares S&P 100 ETF worth $649K as of Q3 2026.
Mitchell Sinkler & Starr left its iShares S&P 100 ETF share count unchanged in Q3 2026.
iShares S&P 100 ETF made up 0.26% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #78 holding.
Mitchell Sinkler & Starr first reported a position in iShares S&P 100 ETF in Q4 2019 and has held it in 22 quarters since.
Mitchell Sinkler & Starr's iShares S&P 100 ETF position peaked at $720K in Q4 2025.
287 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.