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Stanley-Laman Group’s iShares S&P 100 ETF OEF Stock Holding History

Stanley-Laman Group’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 		$656K Hold
876
– – 0.07% 216
2026
Q1 		$572K Hold
876
– – 0.07% 206
2025
Q4 		$600K Buy
876
+378
+76% +$128K 0.08% 203
2025
Q3 		$333K Hold
498
– – 0.05% 224
2025
Q2 		$309K Hold
498
– – 0.05% 232
2025
Q1 		$280K Hold
498
– – 0.04% 241
2024
Q4 		$293K Sell
498
-84
-14% -$24K 0.04% 243
2024
Q3 		$336K Buy
582
+84
+17% +$22.4K 0.05% 235
2024
Q2 		$273K Hold
498
– – 0.04% 242
2024
Q1 		$262K Buy
+498
New +$118K 0.04% 227

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

Stanley-Laman Group's OEF Position: Q2 2026 in Review

Stanley-Laman Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 876 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #216.

Stanley-Laman Group first reported a position in OEF in Q1 2024 and has held it in 10 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Stanley-Laman Group held 876 shares of iShares S&P 100 ETF worth $656K as of Q2 2026.
  • Stanley-Laman Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.07% of Stanley-Laman Group's portfolio in Q2 2026, its #216 holding.
  • Stanley-Laman Group first reported a position in iShares S&P 100 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.