Summit Financial’s iShares Nasdaq 100 ETF IQQ Stock Holding History

Summit Financial’s Portfolio IQQ Stock Details IQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$105M	Buy	+4,202,398	New	+$102M	1.12%	11

Other funds holding IQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.8B AUM 20.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return

Core Wealth Partners Santa Rosa, California $245M AUM 19.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return

Summit Financial's IQQ Position: Q3 2026 in Review

Summit Financial opened a new position in iShares Nasdaq 100 ETF (IQQ) in Q3 2026: 4,202,398 shares worth $105M. The stake represents 1.12% of the portfolio and ranks #11 among its holdings.

17 funds tracked by Wall St. Rank hold IQQ as of Q3 2026.

Summit Financial held 4,202,398 shares of iShares Nasdaq 100 ETF worth $105M as of Q3 2026.
iShares Nasdaq 100 ETF was a new Summit Financial position in Q3 2026.
iShares Nasdaq 100 ETF made up 1.12% of Summit Financial's portfolio in Q3 2026, its #11 holding.
17 funds tracked by Wall St. Rank held iShares Nasdaq 100 ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.