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

RVW Wealth’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 Q3	$925K	Hold	2,421	–	–	0.06%	89
2026 Q2	$886K	Sell	2,421 -84	-3%	-$30.1K	0.06%	85
2026 Q1	$797K	Buy	2,505 +104	+4%	+$34.9K	0.06%	83
2025 Q4	$823K	Hold	2,401	–	–	0.06%	80
2025 Q3	$799K	Sell	2,401 -1,085	-31%	-$345K	0.06%	84
2025 Q2	$1.06M	Hold	3,486	–	–	0.09%	69
2025 Q1	$944K	Hold	3,486	–	–	0.09%	68
2024 Q4	$1.01M	Hold	3,486	–	–	0.09%	63
2024 Q3	$965K	Hold	3,486	–	–	0.09%	68
2024 Q2	$921K	Buy	+3,486	New	+$872K	0.09%	65
2023 Q4	–	Sell	-286	Closed	-$57.4K	–	292
2023 Q3	$57.4K	Buy	+286	New	+$59.6K	0.01%	217

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 23.74% 1-Year Est. Return

MBWA

Marin Bay Wealth Advisors San Anselmo, California $192M AUM 27.84% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RVW Wealth's OEF Position: Q3 2026 in Review

RVW Wealth held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 2,421 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #89.

RVW Wealth first reported a position in OEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2025. 447 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

RVW Wealth held 2,421 shares of iShares S&P 100 ETF worth $925K as of Q3 2026.
RVW Wealth left its iShares S&P 100 ETF share count unchanged in Q3 2026.
iShares S&P 100 ETF made up 0.06% of RVW Wealth's portfolio in Q3 2026, its #89 holding.
RVW Wealth first reported a position in iShares S&P 100 ETF in Q3 2023 and has held it in 11 quarters since.
RVW Wealth's iShares S&P 100 ETF position peaked at $1.06M in Q2 2025.
447 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.