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Resolute Wealth Advisor’s iShares S&P 100 ETF OEF Stock Holding History

Resolute Wealth Advisor’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 		$490K Buy
+1,542
New +$517K 0.28% 46
2025
Q2 		$490K Buy
+1,542
New +$430K 0.28% 46

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Resolute Wealth Advisor's OEF Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares S&P 100 ETF (OEF) in Q1 2026: 1,542 shares worth $490K. The stake represents 0.28% of the portfolio and ranks #46 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in OEF as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in OEF in Q2 2025 and has held it in 2 quarters since. 1,003 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Resolute Wealth Advisor held 1,542 shares of iShares S&P 100 ETF worth $490K as of Q1 2026.
  • iShares S&P 100 ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares S&P 100 ETF made up 0.28% of Resolute Wealth Advisor's portfolio in Q1 2026, its #46 holding.
  • Resolute Wealth Advisor first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,003 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.