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SJS Investment Consulting’s iShares S&P 100 ETF OEF Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-50
Closed -$16.6K – 2133
2025
Q3 		$16.6K Buy
+50
New +$15.9K ﹤0.01% 556

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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SJS Investment Consulting's OEF Position: Q4 2025 in Review

SJS Investment Consulting sold out of iShares S&P 100 ETF (OEF) in Q4 2025, closing a stake of 50 shares — an estimated $16.6K sold.

SJS Investment Consulting first reported a position in OEF in Q3 2025 and held it in 1 quarter. The position peaked at $16.6K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold OEF as of Q4 2025.

  • SJS Investment Consulting reported no remaining iShares S&P 100 ETF position as of Q4 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 50 iShares S&P 100 ETF shares in Q4 2025, an estimated $16.6K.
  • SJS Investment Consulting first reported a position in iShares S&P 100 ETF in Q3 2025 and held it in 1 quarter.
  • SJS Investment Consulting's iShares S&P 100 ETF position peaked at $16.6K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2025.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.