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 Q2	–	Sell	-701	Closed	-$223K	–	66
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 $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Reston Wealth Management's OEF Position: Q2 2026 in Review

Reston Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q2 2026, closing a stake of 701 shares — an estimated $223K sold.

Reston Wealth Management first reported a position in OEF in Q2 2021 and held it in 10 quarters. The position peaked at $245K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Reston Wealth Management reported no remaining iShares S&P 100 ETF position as of Q2 2026 after selling out during the quarter.
Reston Wealth Management sold 701 iShares S&P 100 ETF shares in Q2 2026, an estimated $223K.
Reston Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2021 and held it in 10 quarters.
Reston Wealth Management's iShares S&P 100 ETF position peaked at $245K in Q4 2021.
1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.