1834 Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

1834 Investment Advisors’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	$2.54M	Buy	6,931 +1,130	+19%	+$405K	0.29%	80
2026 Q1	$1.85M	Buy	5,801 +1,675	+41%	+$561K	0.23%	85
2025 Q4	$1.42M	Buy	4,126 +98	+2%	+$33.3K	0.18%	96
2025 Q3	$1.34M	Buy	4,028 +1,417	+54%	+$451K	0.16%	97
2025 Q2	$795K	Buy	2,611 +205	+9%	+$57.1K	0.1%	129
2025 Q1	$652K	Buy	+2,406	New	+$691K	0.08%	140
2022 Q3	–	Sell	-490	Closed	-$85K	–	367
2022 Q2	$85K	Buy	+490	New	+$91.6K	0.01%	236

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

1834 Investment Advisors's OEF Position: Q2 2026 in Review

1834 Investment Advisors increased its iShares S&P 100 ETF (OEF) stake by 19% in Q2 2026, buying an estimated $405K and bringing the position to 6,931 shares worth $2.54M. The position accounts for 0.29% of the portfolio, ranked #80.

1834 Investment Advisors first reported a position in OEF in Q2 2022 and has held it in 7 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

1834 Investment Advisors held 6,931 shares of iShares S&P 100 ETF worth $2.54M as of Q2 2026.
1834 Investment Advisors bought 1,130 iShares S&P 100 ETF shares in Q2 2026, an estimated $405K.
iShares S&P 100 ETF made up 0.29% of 1834 Investment Advisors's portfolio in Q2 2026, its #80 holding.
1834 Investment Advisors first reported a position in iShares S&P 100 ETF in Q2 2022 and has held it in 7 quarters since.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.