Reston Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Reston Wealth Management’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	$223K	Buy	701 +2	+0.3%	+$670	0.07%	58
2025 Q4	$240K	Sell	699 -1	-0.1%	-$340	0.07%	56
2025 Q3	$233K	Buy	700 +2	+0.3%	+$636	0.08%	50
2025 Q2	$213K	Buy	+698	New	+$194K	0.07%	51
2025 Q1	–	Sell	-695	Closed	-$201K	–	51
2024 Q4	$201K	Buy	695 +1	+0.1%	+$286	0.07%	50
2024 Q3	$192K	Buy	+694	New	+$185K	0.07%	53
2022 Q2	–	Sell	-1,119	Closed	-$233K	–	65
2022 Q1	$233K	Buy	1,119 +3	+0.3%	+$616	0.12%	53
2021 Q4	$245K	Buy	1,116 +3	+0.3%	+$636	0.12%	49
2021 Q3	$220K	Buy	1,113 +4	+0.4%	+$812	0.11%	48
2021 Q2	$218K	Buy	+1,109	New	+$211K	0.11%	50

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

Reston Wealth Management's OEF Position: Q1 2026 in Review

Reston Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 0.29% in Q1 2026, buying an estimated $670 and bringing the position to 701 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #58.

Reston Wealth Management first reported a position in OEF in Q2 2021 and has held it in 10 quarters since. The position peaked at $245K in Q4 2021. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Reston Wealth Management held 701 shares of iShares S&P 100 ETF worth $223K as of Q1 2026.
Reston Wealth Management bought 2 iShares S&P 100 ETF shares in Q1 2026, an estimated $670.
iShares S&P 100 ETF made up 0.07% of Reston Wealth Management's portfolio in Q1 2026, its #58 holding.
Reston Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2021 and has held it in 10 quarters since.
Reston Wealth Management's iShares S&P 100 ETF position peaked at $245K in Q4 2021.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.