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

United Financial Planning 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 		$20.5K Hold
56
– – 0.01% 167
2026
Q1 		$17.8K Hold
56
– – 0.01% 144
2025
Q4 		$19.2K Buy
+56
New +$19K 0.01% 146

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

United Financial Planning Group's OEF Position: Q2 2026 in Review

United Financial Planning Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 56 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #167.

United Financial Planning Group first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • United Financial Planning Group held 56 shares of iShares S&P 100 ETF worth $20.5K as of Q2 2026.
  • United Financial Planning Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #167 holding.
  • United Financial Planning Group first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.