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Team Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Team Financial 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 		– Sell
-106
Closed -$33.7K – 188
2026
Q1 		$33.7K Hold
106
– – 0.02% 133
2025
Q4 		$36.3K Buy
106
+1
+1% +$340 0.02% 120
2025
Q3 		$35.1K Buy
105
+7
+7% +$2.23K 0.02% 117
2025
Q2 		$29.9K Buy
+98
New +$27.3K 0.01% 116

Other funds holding OEF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Team Financial Group's OEF Position: Q2 2026 in Review

Team Financial Group sold out of iShares S&P 100 ETF (OEF) in Q2 2026, closing a stake of 106 shares — an estimated $33.7K sold.

Team Financial Group first reported a position in OEF in Q2 2025 and held it in 4 quarters. The position peaked at $36.3K in Q4 2025. 337 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Team Financial Group reported no remaining iShares S&P 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 106 iShares S&P 100 ETF shares in Q2 2026, an estimated $33.7K.
  • Team Financial Group first reported a position in iShares S&P 100 ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares S&P 100 ETF position peaked at $36.3K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.