SL
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Salomon & Ludwin’s iShares S&P 100 ETF OEF Stock Holding History

Salomon & Ludwin’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 		$826K Hold
2,258
– – 0.07% 99
2026
Q1 		$723K Hold
2,258
– – 0.06% 99
2025
Q4 		$777K Hold
2,258
– – 0.07% 99
2025
Q3 		$754K Hold
2,258
– – 0.07% 97
2025
Q2 		$690K Hold
2,258
– – 0.07% 93
2025
Q1 		$612K Hold
2,258
– – 0.07% 96
2024
Q4 		$652K Hold
2,258
– – 0.07% 90
2024
Q3 		$625K Hold
2,258
– – 0.06% 98
2024
Q2 		$597K Hold
2,258
– – 0.07% 99
2024
Q1 		$559K Hold
2,258
– – 0.05% 116
2023
Q4 		$453K Hold
2,258
– – 0.05% 119
2023
Q3 		$453K Hold
2,258
– – 0.05% 119
2023
Q2 		$468K Hold
2,258
– – 0.05% 116
2023
Q1 		$422K Hold
2,258
– – 0.05% 119
2022
Q4 		$385K Hold
2,258
– – 0.05% 125
2022
Q3 		$367K Hold
2,258
– – 0.06% 109
2022
Q2 		$389K Hold
2,258
– – 0.06% 92
2022
Q1 		$471K Hold
2,258
– – 0.07% 68
2021
Q4 		$495K Hold
2,258
– – 0.07% 63
2021
Q3 		$446K Hold
2,258
– – 0.07% 60
2021
Q2 		$443K Hold
2,258
– – 0.07% 55
2021
Q1 		$406K Hold
2,258
– – 0.07% 52
2020
Q4 		$388K Buy
2,258
+84
+4% +$13.7K 0.07% 51
2020
Q3 		$339K Buy
2,174
+434
+25% +$66.8K 0.07% 50
2020
Q2 		$248K Buy
1,740
+290
+20% +$39K 0.05% 58
2020
Q1 		$172K Buy
+1,450
New +$200K 0.04% 56

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Salomon & Ludwin's OEF Position: Q2 2026 in Review

Salomon & Ludwin held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 2,258 shares worth $826K. The position accounts for 0.07% of the portfolio, ranked #99.

Salomon & Ludwin first reported a position in OEF in Q1 2020 and has held it in 26 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Salomon & Ludwin held 2,258 shares of iShares S&P 100 ETF worth $826K as of Q2 2026.
  • Salomon & Ludwin left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.07% of Salomon & Ludwin's portfolio in Q2 2026, its #99 holding.
  • Salomon & Ludwin first reported a position in iShares S&P 100 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.