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Virginia Estate & Retirement Planning Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Virginia Estate & Retirement Planning 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 		– Sell
-190
Closed -$23K – 195
2026
Q1 		$23K Buy
+190
New +$63.7K 0.04% 58

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

Virginia Estate & Retirement Planning Advisors's OEF Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of iShares S&P 100 ETF (OEF) in Q2 2026, closing a stake of 190 shares — an estimated $23K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in OEF in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 1,008 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining iShares S&P 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 190 iShares S&P 100 ETF shares in Q2 2026, an estimated $23K.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares S&P 100 ETF in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's iShares S&P 100 ETF position peaked at $23K in Q1 2026.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.