Western Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
Other funds holding OEF
Western Wealth Management's OEF Position: Q1 2026 in Review
Western Wealth Management reduced its iShares S&P 100 ETF (OEF) stake by 0.78% in Q1 2026, selling an estimated $12.1K and leaving 4,605 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #342.
Western Wealth Management first reported a position in OEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q1 2026.
- Western Wealth Management held 4,605 shares of iShares S&P 100 ETF worth $1.46M as of Q1 2026.
- Western Wealth Management sold 36 iShares S&P 100 ETF shares in Q1 2026, an estimated $12.1K.
- iShares S&P 100 ETF made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #342 holding.
- Western Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2023 and has held it in 11 quarters since.
- Western Wealth Management's iShares S&P 100 ETF position peaked at $1.59M in Q4 2025.
- 1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.