Phillip James Consulting’s iShares S&P 100 ETF OEF Stock Holding History

Phillip James Consulting’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	$95.9K	Buy	+251	New	+$94.4K	0.06%	94

Other funds holding OEF

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Phillip James Consulting's OEF Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares S&P 100 ETF (OEF) in Q3 2026: 251 shares worth $95.9K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

920 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

Phillip James Consulting held 251 shares of iShares S&P 100 ETF worth $95.9K as of Q3 2026.
iShares S&P 100 ETF was a new Phillip James Consulting position in Q3 2026.
iShares S&P 100 ETF made up 0.06% of Phillip James Consulting's portfolio in Q3 2026, its #94 holding.
920 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.