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Williamson Legacy Group’s iShares S&P 100 ETF OEF Stock Holding History

Williamson Legacy Group’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
2024
Q4 		– Sell
-995
Closed -$275K – 129
2024
Q3 		$275K Buy
995
+48
+5% +$12.8K 0.18% 96
2024
Q2 		$250K Buy
+947
New +$237K 0.19% 86

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Williamson Legacy Group's OEF Position: Q4 2024 in Review

Williamson Legacy Group sold out of iShares S&P 100 ETF (OEF) in Q4 2024, closing a stake of 995 shares — an estimated $275K sold.

Williamson Legacy Group first reported a position in OEF in Q2 2024 and held it in 2 quarters. The position peaked at $275K in Q3 2024. 858 funds tracked by Wall St. Rank hold OEF as of Q4 2024.

  • Williamson Legacy Group reported no remaining iShares S&P 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 995 iShares S&P 100 ETF shares in Q4 2024, an estimated $275K.
  • Williamson Legacy Group first reported a position in iShares S&P 100 ETF in Q2 2024 and held it in 2 quarters.
  • Williamson Legacy Group's iShares S&P 100 ETF position peaked at $275K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2024.

Based on Williamson Legacy Group's 13F filing for Q4 2024, filed 5 Feb 2025.