RiverFront Investment Group’s iShares S&P 100 ETF OEF Stock Holding History

RiverFront Investment 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	$1.7M	Buy	5,346 +307	+6%	+$103K	0.03%	151
2025 Q4	$1.73M	Hold	5,039	–	–	0.03%	126
2025 Q3	$1.68M	Sell	5,039 -26	-0.5%	-$8.27K	0.03%	127
2025 Q2	$1.54M	Buy	5,065 +93	+2%	+$25.9K	0.03%	124
2025 Q1	$1.35M	Buy	4,972 +2,275	+84%	+$653K	0.03%	122
2024 Q4	$779K	Sell	2,697 -414	-13%	-$118K	0.02%	135
2024 Q3	$861K	Buy	+3,111	New	+$831K	0.02%	116

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

RiverFront Investment Group's OEF Position: Q1 2026 in Review

RiverFront Investment Group increased its iShares S&P 100 ETF (OEF) stake by 6.1% in Q1 2026, buying an estimated $103K and bringing the position to 5,346 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #151.

RiverFront Investment Group first reported a position in OEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

RiverFront Investment Group held 5,346 shares of iShares S&P 100 ETF worth $1.7M as of Q1 2026.
RiverFront Investment Group bought 307 iShares S&P 100 ETF shares in Q1 2026, an estimated $103K.
iShares S&P 100 ETF made up 0.03% of RiverFront Investment Group's portfolio in Q1 2026, its #151 holding.
RiverFront Investment Group first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 7 quarters since.
RiverFront Investment Group's iShares S&P 100 ETF position peaked at $1.73M in Q4 2025.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.