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

Skyline 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
2026 Q1	$568K	Sell	1,786 -203	-10%	-$68K	0.2%	65
2025 Q4	$619K	Buy	1,989 +666	+50%	+$226K	0.21%	49
2025 Q3	$440K	Hold	1,323	–	–	0.15%	60
2025 Q2	$403K	Hold	1,323	–	–	0.15%	67
2025 Q1	$358K	Hold	1,323	–	–	0.14%	60
2024 Q4	$382K	Hold	1,323	–	–	0.15%	60
2024 Q3	$366K	Buy	+1,323	New	+$353K	0.15%	62

Other funds holding OEF

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Skyline Advisors's OEF Position: Q1 2026 in Review

Skyline Advisors reduced its iShares S&P 100 ETF (OEF) stake by 10% in Q1 2026, selling an estimated $68K and leaving 1,786 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #65.

Skyline Advisors first reported a position in OEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $619K in Q4 2025. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Skyline Advisors held 1,786 shares of iShares S&P 100 ETF worth $568K as of Q1 2026.
Skyline Advisors sold 203 iShares S&P 100 ETF shares in Q1 2026, an estimated $68K.
iShares S&P 100 ETF made up 0.2% of Skyline Advisors's portfolio in Q1 2026, its #65 holding.
Skyline Advisors first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 7 quarters since.
Skyline Advisors's iShares S&P 100 ETF position peaked at $619K in Q4 2025.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.