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Prosperity Consulting Group’s iShares S&P 100 ETF OEF Stock Holding History

Prosperity Consulting 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 		$217K Sell
594
-214
-26% -$76.7K 0.01% 593
2026
Q1 		$257K Sell
808
-730
-47% -$245K 0.01% 450
2025
Q4 		$527K Buy
1,538
+450
+41% +$153K 0.02% 349
2025
Q3 		$362K Buy
+1,088
New +$346K 0.02% 385

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Consulting Group's OEF Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares S&P 100 ETF (OEF) stake by 26% in Q2 2026, selling an estimated $76.7K and leaving 594 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #593.

Prosperity Consulting Group first reported a position in OEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $527K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Prosperity Consulting Group held 594 shares of iShares S&P 100 ETF worth $217K as of Q2 2026.
  • Prosperity Consulting Group sold 214 iShares S&P 100 ETF shares in Q2 2026, an estimated $76.7K.
  • iShares S&P 100 ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #593 holding.
  • Prosperity Consulting Group first reported a position in iShares S&P 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • Prosperity Consulting Group's iShares S&P 100 ETF position peaked at $527K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.