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: Q2 2026 in Review
Western Wealth Management reduced its iShares S&P 100 ETF (OEF) stake by 38% in Q2 2026, selling an estimated $633K and leaving 2,839 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #465.
Western Wealth Management first reported a position in OEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.
- Western Wealth Management held 2,839 shares of iShares S&P 100 ETF worth $1.04M as of Q2 2026.
- Western Wealth Management sold 1,766 iShares S&P 100 ETF shares in Q2 2026, an estimated $633K.
- iShares S&P 100 ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #465 holding.
- Western Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2023 and has held it in 12 quarters since.
- Western Wealth Management's iShares S&P 100 ETF position peaked at $1.59M in Q4 2025.
- 1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.