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

Ransom Advisory’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
2025 Q4	$16.5K	Buy	+48	New	+$16.3K	0.01%	314

Other funds holding OEF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ransom Advisory's OEF Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares S&P 100 ETF (OEF) in Q4 2025: 48 shares worth $16.5K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

1,097 funds tracked by Wall St. Rank hold OEF as of Q4 2025.

Ransom Advisory held 48 shares of iShares S&P 100 ETF worth $16.5K as of Q4 2025.
iShares S&P 100 ETF was a new Ransom Advisory position in Q4 2025.
iShares S&P 100 ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #314 holding.
1,097 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.