Physician Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Physician Wealth Advisors’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	$19.7K	Sell	54 -24	-31%	-$8.6K	﹤0.01%	669
2026 Q1	$24.8K	Sell	78 -181	-70%	-$60.7K	﹤0.01%	573
2025 Q4	$88.8K	Buy	259 +177	+216%	+$60.1K	0.01%	293
2025 Q3	$27.2K	Buy	82 +35	+74%	+$11.1K	﹤0.01%	502
2025 Q2	$14.2K	Hold	47	–	–	﹤0.01%	583
2025 Q1	$12.6K	Hold	47	–	–	﹤0.01%	574
2024 Q4	$13.5K	Buy	+47	New	+$13.4K	﹤0.01%	586
2024 Q1	–	Sell	-19,469	Closed	-$4.46M	–	183
2023 Q4	$4.46M	Buy	+19,469	New	+$4.09M	0.99%	25

Other funds holding OEF

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Physician Wealth Advisors's OEF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares S&P 100 ETF (OEF) stake by 31% in Q2 2026, selling an estimated $8.6K and leaving 54 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Physician Wealth Advisors first reported a position in OEF in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.46M in Q4 2023. 272 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Physician Wealth Advisors held 54 shares of iShares S&P 100 ETF worth $19.7K as of Q2 2026.
Physician Wealth Advisors sold 24 iShares S&P 100 ETF shares in Q2 2026, an estimated $8.6K.
iShares S&P 100 ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #669 holding.
Physician Wealth Advisors first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares S&P 100 ETF position peaked at $4.46M in Q4 2023.
272 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.