Robinswood Financial’s iShares S&P 100 ETF OEF Stock Holding History

Robinswood Financial’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	$45K	Sell	123 -12	-9%	-$4.3K	0.01%	157
2026 Q1	$43K	Buy	135 +13	+11%	+$4.36K	0.01%	150
2025 Q4	$41.9K	Hold	122	–	–	0.01%	154
2025 Q3	$40.6K	Buy	122 +1	+0.8%	+$318	0.01%	152
2025 Q2	$37.1K	Hold	121	–	–	0.01%	159
2025 Q1	$32.9K	Hold	121	–	–	0.01%	158
2024 Q4	$35K	Sell	121 -12	-9%	-$3.43K	0.01%	141
2024 Q3	$36.8K	Buy	+133	New	+$35.5K	0.01%	143

Other funds holding OEF

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM