Westside Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Westside Investment Management’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	$27.8K	Hold	76	–	–	﹤0.01%	811
2026 Q1	$24.2K	Hold	76	–	–	﹤0.01%	826
2025 Q4	$26.1K	Hold	76	–	–	﹤0.01%	765
2025 Q3	$25.3K	Hold	76	–	–	﹤0.01%	786
2025 Q2	$23.1K	Hold	76	–	–	﹤0.01%	635
2025 Q1	$20.6K	Hold	76	–	–	﹤0.01%	558
2024 Q4	$22K	Hold	76	–	–	﹤0.01%	543
2024 Q3	$21K	Hold	76	–	–	﹤0.01%	569
2024 Q2	$20.1K	Hold	76	–	–	﹤0.01%	548
2024 Q1	$18.8K	Hold	76	–	–	﹤0.01%	531
2023 Q4	$17K	Hold	76	–	–	﹤0.01%	521
2023 Q3	$15.2K	Hold	76	–	–	﹤0.01%	522
2023 Q2	$15.7K	Hold	76	–	–	﹤0.01%	518
2023 Q1	$14.2K	Hold	76	–	–	﹤0.01%	531
2022 Q4	$12	Hold	76	–	–	﹤0.01%	585
2022 Q3	$12	Hold	76	–	–	﹤0.01%	579
2022 Q2	$13	Sell	76 -14	-16%	-$2.62K	﹤0.01%	566
2022 Q1	$18	Hold	90	–	–	﹤0.01%	535
2021 Q4	$19	Hold	90	–	–	﹤0.01%	512
2021 Q3	$17	Hold	90	–	–	﹤0.01%	510
2021 Q2	$17	Hold	90	–	–	﹤0.01%	503
2021 Q1	$16	Hold	90	–	–	﹤0.01%	493
2020 Q4	$15	Buy	90 +14	+18%	+$2.29K	﹤0.01%	461
2020 Q3	$11	Hold	76	–	–	﹤0.01%	489
2020 Q2	$10	Buy	+76	New	+$10.2K	﹤0.01%	482

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westside Investment Management's OEF Position: Q2 2026 in Review

Westside Investment Management held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 76 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Westside Investment Management first reported a position in OEF in Q2 2020 and has held it in 25 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Westside Investment Management held 76 shares of iShares S&P 100 ETF worth $27.8K as of Q2 2026.
Westside Investment Management left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #811 holding.
Westside Investment Management first reported a position in iShares S&P 100 ETF in Q2 2020 and has held it in 25 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.