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Nations Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Nations Financial 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 		$477K Sell
1,302
-472
-27% -$169K 0.02% 551
2026
Q1 		$564K Buy
1,774
+35
+2% +$11.7K 0.03% 513
2025
Q4 		$597K Buy
1,739
+474
+37% +$161K 0.03% 478
2025
Q3 		$421K Buy
1,265
+82
+7% +$26.1K 0.03% 520
2025
Q2 		$360K Buy
1,183
+57
+5% +$15.9K 0.02% 523
2025
Q1 		$305K Buy
1,126
+1
+0.1% +$287 0.02% 531
2024
Q4 		$325K Buy
1,125
+2
+0.2% +$572 0.02% 534
2024
Q3 		$311K Buy
1,123
+2
+0.2% +$534 0.02% 557
2024
Q2 		$296K Buy
1,121
+2
+0.2% +$501 0.02% 541
2024
Q1 		$277K Sell
1,119
-153
-12% -$36.1K 0.02% 542
2023
Q4 		$284K Buy
1,272
+25
+2% +$5.26K 0.03% 528
2023
Q3 		$250K Hold
1,247
– – 0.03% 531
2023
Q2 		$258K Buy
1,247
+2
+0.2% +$389 0.03% 540
2023
Q1 		$233K Buy
1,245
+2
+0.2% +$359 0.02% 539
2022
Q4 		$212K Buy
1,243
+3
+0.2% +$518 0.02% 552
2022
Q3 		$202K Buy
1,240
+3
+0.2% +$545 0.03% 502
2022
Q2 		$213K Buy
1,237
+2
+0.2% +$374 0.03% 474
2022
Q1 		$258K Buy
1,235
+2
+0.2% +$411 0.03% 448
2021
Q4 		$270K Buy
1,233
+2
+0.2% +$424 0.04% 410
2021
Q3 		$243K Buy
1,231
+2
+0.2% +$406 0.04% 398
2021
Q2 		$241K Sell
1,229
-159
-11% -$30.2K 0.04% 363
2021
Q1 		$250K Buy
1,388
+3
+0.2% +$529 0.06% 318
2020
Q4 		$238K Buy
1,385
+4
+0.3% +$653 0.06% 293
2020
Q3 		$215K Buy
+1,381
New +$212K 0.07% 266
2020
Q2 		– Sell
-2,510
Closed -$298K – 279
2020
Q1 		$298K Buy
2,510
+4
+0.2% +$551 0.13% 190
2019
Q4 		$361K Buy
2,506
+5
+0.2% +$686 0.12% 207
2019
Q3 		$338K Sell
2,501
-360
-13% -$47.1K 0.12% 212
2019
Q2 		$371K Buy
+2,861
New +$366K 0.25% 112

Other funds holding OEF

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
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
IA
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

Nations Financial Group's OEF Position: Q2 2026 in Review

Nations Financial Group reduced its iShares S&P 100 ETF (OEF) stake by 27% in Q2 2026, selling an estimated $169K and leaving 1,302 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #551.

Nations Financial Group first reported a position in OEF in Q2 2019 and has held it in 28 quarters since. The position peaked at $597K in Q4 2025. 337 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Nations Financial Group held 1,302 shares of iShares S&P 100 ETF worth $477K as of Q2 2026.
  • Nations Financial Group sold 472 iShares S&P 100 ETF shares in Q2 2026, an estimated $169K.
  • iShares S&P 100 ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #551 holding.
  • Nations Financial Group first reported a position in iShares S&P 100 ETF in Q2 2019 and has held it in 28 quarters since.
  • Nations Financial Group's iShares S&P 100 ETF position peaked at $597K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.