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

StackStone 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 Q3	$333K	Buy	+871	New	+$328K	0.03%	264

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 23.74% 1-Year Est. Return

MBWA

Marin Bay Wealth Advisors San Anselmo, California $192M AUM 27.84% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

StackStone Wealth's OEF Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares S&P 100 ETF (OEF) in Q3 2026: 871 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

447 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

StackStone Wealth held 871 shares of iShares S&P 100 ETF worth $333K as of Q3 2026.
iShares S&P 100 ETF was a new StackStone Wealth position in Q3 2026.
iShares S&P 100 ETF made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #264 holding.
447 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.