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 Q2	$1.13M	Buy	15,394 +13,608	+762%	+$4.87M	0.36%	43
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 $1.55T 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

Skyline Advisors's OEF Position: Q2 2026 in Review

Skyline Advisors increased its iShares S&P 100 ETF (OEF) stake by 762% in Q2 2026, buying an estimated $4.87M and bringing the position to 15,394 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #43.

Skyline Advisors first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Skyline Advisors held 15,394 shares of iShares S&P 100 ETF worth $1.13M as of Q2 2026.
Skyline Advisors bought 13,608 iShares S&P 100 ETF shares in Q2 2026, an estimated $4.87M.
iShares S&P 100 ETF made up 0.36% of Skyline Advisors's portfolio in Q2 2026, its #43 holding.
Skyline Advisors first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.