Moisand Fitzgerald Tamayo’s iShares S&P 100 ETF OEF Stock Holding History

Moisand Fitzgerald Tamayo’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	$247K	Hold	676	–	–	0.02%	112
2026 Q1	$215K	Hold	676	–	–	0.02%	114
2025 Q4	$232K	Hold	676	–	–	0.03%	111
2025 Q3	$225K	Hold	676	–	–	0.03%	112
2025 Q2	$206K	Hold	676	–	–	0.03%	113
2025 Q1	$183K	Hold	676	–	–	0.03%	121
2024 Q4	$195K	Hold	676	–	–	0.03%	112
2024 Q3	$187K	Buy	+676	New	+$181K	0.03%	118
2024 Q1	–	Sell	-39	Closed	-$8.71K	–	636
2023 Q4	$8.71K	Buy	+39	New	+$8.2K	﹤0.01%	352

Other funds holding OEF

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

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

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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Moisand Fitzgerald Tamayo's OEF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 676 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #112.

Moisand Fitzgerald Tamayo first reported a position in OEF in Q4 2023 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Moisand Fitzgerald Tamayo held 676 shares of iShares S&P 100 ETF worth $247K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #112 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 9 quarters since.
333 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.