Paladin Advisory Group’s iShares S&P 100 ETF OEF Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-36	Closed	-$6.14K	–	424
2022 Q4	$6.14K	Hold	36	–	–	0.01%	234
2022 Q3	$5K	Hold	36	–	–	﹤0.01%	241
2022 Q2	$6K	Buy	+36	New	+$6.73K	0.01%	242

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Paladin Advisory Group's OEF Position: Q2 2026 in Review

Paladin Advisory Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 36 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #203.

Paladin Advisory Group first reported a position in OEF in Q1 2023 and has held it in 14 quarters since. 1,023 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Paladin Advisory Group held 36 shares of iShares S&P 100 ETF worth $13.2K as of Q2 2026.
Paladin Advisory Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #203 holding.
Paladin Advisory Group first reported a position in iShares S&P 100 ETF in Q1 2023 and has held it in 14 quarters since.
1,023 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.