Rehmann Capital Advisory Group’s iShares S&P 100 ETF OEF Stock Holding History

Rehmann Capital Advisory 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 Q1	–	Sell	-587	Closed	-$201K	–	698
2025 Q4	$201K	Buy	+587	New	+$199K	0.01%	645
2019 Q3	$323M	Buy	+3,844,608	New	+$503M	39.02%	1
2018 Q2	–	Sell	-134	Closed	-$15K	–	2205
2018 Q1	$15K	Buy	+134	New	+$16.2K	﹤0.01%	1169

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rehmann Capital Advisory Group's OEF Position: Q1 2026 in Review

Rehmann Capital Advisory Group sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 587 shares — an estimated $201K sold.

Rehmann Capital Advisory Group first reported a position in OEF in Q1 2018 and held it in 3 quarters. The position peaked at $323M in Q3 2019. 1,001 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Rehmann Capital Advisory Group reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
Rehmann Capital Advisory Group sold 587 iShares S&P 100 ETF shares in Q1 2026, an estimated $201K.
Rehmann Capital Advisory Group first reported a position in iShares S&P 100 ETF in Q1 2018 and held it in 3 quarters.
Rehmann Capital Advisory Group's iShares S&P 100 ETF position peaked at $323M in Q3 2019.
1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.