Savvy Advisors Inc’s iShares S&P 100 ETF OEF Stock Holding History

Savvy Advisors Inc’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	$7.37M	Sell	20,131 -889	-4%	-$318K	0.16%	114
2026 Q1	$6.69M	Sell	21,020 -30,720	-59%	-$10.3M	0.18%	95
2025 Q4	$17.7M	Buy	51,740 +21,942	+74%	+$7.45M	0.57%	35
2025 Q3	$9.92M	Buy	29,798 +5,370	+22%	+$1.71M	0.46%	47
2025 Q2	$7.43M	Buy	24,428 +6,959	+40%	+$1.94M	0.5%	39
2025 Q1	$4.73M	Buy	+17,469	New	+$5.02M	0.48%	39

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

Savvy Advisors Inc's OEF Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares S&P 100 ETF (OEF) stake by 4.2% in Q2 2026, selling an estimated $318K and leaving 20,131 shares worth $7.37M. The position accounts for 0.16% of the portfolio, ranked #114.

Savvy Advisors Inc first reported a position in OEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.7M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Savvy Advisors Inc held 20,131 shares of iShares S&P 100 ETF worth $7.37M as of Q2 2026.
Savvy Advisors Inc sold 889 iShares S&P 100 ETF shares in Q2 2026, an estimated $318K.
iShares S&P 100 ETF made up 0.16% of Savvy Advisors Inc's portfolio in Q2 2026, its #114 holding.
Savvy Advisors Inc first reported a position in iShares S&P 100 ETF in Q1 2025 and has held it in 6 quarters since.
Savvy Advisors Inc's iShares S&P 100 ETF position peaked at $17.7M in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.