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SkyOak Wealth’s iShares S&P 100 ETF OEF Stock Holding History

SkyOak Wealth’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 		$634K Buy
1,734
+1
+0.1% +$358 0.1% 121
2026
Q1 		$551K Sell
1,733
-12
-0.7% -$4.02K 0.1% 122
2025
Q4 		$598K Sell
1,745
-30
-2% -$10.2K 0.11% 117
2025
Q3 		$591K Sell
1,775
-53
-3% -$16.9K 0.11% 115
2025
Q2 		$556K Sell
1,828
-2
-0.1% -$557 0.11% 119
2025
Q1 		$496K Sell
1,830
-5
-0.3% -$1.44K 0.11% 117
2024
Q4 		$530K Sell
1,835
-58
-3% -$16.6K 0.11% 113
2024
Q3 		$524K Buy
1,893
+26
+1% +$6.95K 0.12% 112
2024
Q2 		$493K Sell
1,867
-258
-12% -$64.6K 0.12% 117
2024
Q1 		$526K Sell
2,125
-82
-4% -$19.4K 0.13% 119
2023
Q4 		$493K Sell
2,207
-3
-0.1% -$631 0.13% 121
2023
Q3 		$443K Sell
2,210
-342
-13% -$71.3K 0.13% 119
2023
Q2 		$528K Sell
2,552
-7
-0.3% -$1.36K 0.15% 114
2023
Q1 		$479K Sell
2,559
-15
-0.6% -$2.69K 0.15% 121
2022
Q4 		$439K Buy
2,574
+16
+0.6% +$2.76K 0.15% 123
2022
Q3 		$416K Sell
2,558
-38
-1% -$6.9K 0.15% 121
2022
Q2 		$448K Sell
2,596
-280
-10% -$52.3K 0.15% 119
2022
Q1 		$600K Sell
2,876
-10
-0.3% -$2.05K 0.17% 112
2021
Q4 		$632K Hold
2,886
– – 0.16% 119
2021
Q3 		$570K Sell
2,886
-55
-2% -$11.2K 0.15% 122
2021
Q2 		$577K Sell
2,941
-33
-1% -$6.27K 0.15% 121
2021
Q1 		$564K Sell
2,974
-278
-9% -$49K 0.16% 122
2020
Q4 		$558K Sell
3,252
-459
-12% -$75K 0.17% 125
2020
Q3 		$578K Sell
3,711
-190
-5% -$29.2K 0.21% 111
2020
Q2 		$556K Sell
3,901
-1,034
-21% -$139K 0.21% 115
2020
Q1 		$585K Sell
4,935
-228
-4% -$31.4K 0.3% 79
2019
Q4 		$744K Buy
+5,163
New +$709K 0.23% 99

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SkyOak Wealth's OEF Position: Q2 2026 in Review

SkyOak Wealth increased its iShares S&P 100 ETF (OEF) stake by 0.06% in Q2 2026, buying an estimated $358 and bringing the position to 1,734 shares worth $634K. The position accounts for 0.1% of the portfolio, ranked #121.

SkyOak Wealth first reported a position in OEF in Q4 2019 and has held it in 27 quarters since. The position peaked at $744K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • SkyOak Wealth held 1,734 shares of iShares S&P 100 ETF worth $634K as of Q2 2026.
  • SkyOak Wealth bought 1 iShares S&P 100 ETF share in Q2 2026, an estimated $358.
  • iShares S&P 100 ETF made up 0.1% of SkyOak Wealth's portfolio in Q2 2026, its #121 holding.
  • SkyOak Wealth first reported a position in iShares S&P 100 ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's iShares S&P 100 ETF position peaked at $744K in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.