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

Stark Wealth Management’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
2025
Q3 		– Sell
-8,200
Closed -$2.37M – 51
2025
Q2 		$2.37M Buy
+8,200
New +$2.28M 3.39% 7

Other funds holding OEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stark Wealth Management's OEF Position: Q3 2025 in Review

Stark Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q3 2025, closing a stake of 8,200 shares — an estimated $2.37M sold.

Stark Wealth Management first reported a position in OEF in Q2 2025 and held it in 1 quarter. The position peaked at $2.37M in Q2 2025. 998 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

  • Stark Wealth Management reported no remaining iShares S&P 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Stark Wealth Management sold 8,200 iShares S&P 100 ETF shares in Q3 2025, an estimated $2.37M.
  • Stark Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2025 and held it in 1 quarter.
  • Stark Wealth Management's iShares S&P 100 ETF position peaked at $2.37M in Q2 2025.
  • 998 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

Based on Stark Wealth Management's 13F filing for Q3 2025, filed 17 Feb 2026.