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West Branch Capital’s iShares S&P 100 ETF OEF Stock Holding History

West Branch Capital’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 		$118K Sell
322
-32
-9% -$11.5K 0.03% 102
2026
Q1 		$113K Buy
354
+7
+2% +$2.35K 0.03% 104
2025
Q4 		$119K Sell
347
-266
-43% -$90.4K 0.03% 99
2025
Q3 		$204K Sell
613
-1
-0.2% -$318 0.05% 90
2025
Q2 		$187K Buy
614
+1
+0.2% +$279 0.06% 88
2025
Q1 		$166K Buy
613
+1
+0.2% +$287 0.06% 92
2024
Q4 		$177K Buy
612
+1
+0.2% +$286 0.06% 88
2024
Q3 		$169K Buy
611
+2
+0.3% +$534 0.06% 90
2024
Q2 		$161K Buy
609
+2
+0.3% +$501 0.06% 92
2024
Q1 		$150K Sell
607
-57
-9% -$13.5K 0.06% 97
2023
Q4 		$148K Buy
664
+4
+0.6% +$841 0.07% 88
2023
Q3 		$132K Hold
660
– – 0.07% 94
2023
Q2 		$137K Buy
660
+2
+0.3% +$389 0.07% 97
2023
Q1 		$123K Buy
658
+3
+0.5% +$538 0.07% 105
2022
Q4 		$112K Buy
655
+2
+0.3% +$345 0.07% 113
2022
Q3 		$106K Buy
653
+3
+0.5% +$545 0.07% 107
2022
Q2 		$112K Buy
650
+2
+0.3% +$374 0.06% 111
2022
Q1 		$135K Buy
648
+2
+0.3% +$411 0.06% 104
2021
Q4 		$142K Buy
646
+1
+0.2% +$212 0.06% 118
2021
Q3 		$127K Buy
645
+2
+0.3% +$406 0.06% 112
2021
Q2 		$126K Buy
+643
New +$122K 0.06% 119

Other funds holding OEF

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

West Branch Capital's OEF Position: Q2 2026 in Review

West Branch Capital reduced its iShares S&P 100 ETF (OEF) stake by 9% in Q2 2026, selling an estimated $11.5K and leaving 322 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #102.

West Branch Capital first reported a position in OEF in Q2 2021 and has held it in 21 quarters since. The position peaked at $204K in Q3 2025. 301 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • West Branch Capital held 322 shares of iShares S&P 100 ETF worth $118K as of Q2 2026.
  • West Branch Capital sold 32 iShares S&P 100 ETF shares in Q2 2026, an estimated $11.5K.
  • iShares S&P 100 ETF made up 0.03% of West Branch Capital's portfolio in Q2 2026, its #102 holding.
  • West Branch Capital first reported a position in iShares S&P 100 ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's iShares S&P 100 ETF position peaked at $204K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.