Siligmueller & Norvid Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	$3.2M	Buy	+9,593	New	+$3.05M	1.44%	20

Other funds holding OEF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's OEF Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares S&P 100 ETF (OEF) in Q3 2025: 9,593 shares worth $3.2M. The stake represents 1.44% of the portfolio and ranks #20 among its holdings.

998 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 9,593 shares of iShares S&P 100 ETF worth $3.2M as of Q3 2025.
iShares S&P 100 ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares S&P 100 ETF made up 1.44% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #20 holding.
998 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.