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Realta Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Realta Investment 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
Q3 		$36.3K Hold
95
– – 0.01% 277
2026
Q2 		$34.8K Buy
95
+25
+36% +$8.96K 0.01% 282
2026
Q1 		$22.3K Buy
70
+20
+40% +$6.7K 0.01% 279
2025
Q4 		$17.1K Hold
50
– – 0.01% 280
2025
Q3 		$16.6K Hold
50
– – 0.01% 270
2025
Q2 		$15.2K Buy
+50
New +$13.9K 0.01% 261

Other funds holding OEF

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YAIA
Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Realta Investment Advisors's OEF Position: Q3 2026 in Review

Realta Investment Advisors held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 95 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #277.

Realta Investment Advisors first reported a position in OEF in Q2 2025 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Realta Investment Advisors held 95 shares of iShares S&P 100 ETF worth $36.3K as of Q3 2026.
  • Realta Investment Advisors left its iShares S&P 100 ETF share count unchanged in Q3 2026.
  • iShares S&P 100 ETF made up 0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #277 holding.
  • Realta Investment Advisors first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.