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Tanglewood Legacy Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Tanglewood Legacy Advisors’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 		$5.12K Hold
14
– – ﹤0.01% 257
2026
Q1 		$4.45K Hold
14
– – ﹤0.01% 244
2025
Q4 		$4.8K Hold
14
– – ﹤0.01% 239
2025
Q3 		$4.66K Hold
14
– – ﹤0.01% 248
2025
Q2 		$4.26K Hold
14
– – ﹤0.01% 260
2025
Q1 		$3.79K Hold
14
– – ﹤0.01% 270
2024
Q4 		$4.04K Hold
14
– – ﹤0.01% 270
2024
Q3 		$3.88K Buy
+14
New +$3.74K ﹤0.01% 257

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

Tanglewood Legacy Advisors's OEF Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 14 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Tanglewood Legacy Advisors first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. 1,025 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Tanglewood Legacy Advisors held 14 shares of iShares S&P 100 ETF worth $5.12K as of Q2 2026.
  • Tanglewood Legacy Advisors left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #257 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,025 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.