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

Choate 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 Q1	–	Sell	-1,234	Closed	-$423K	–	451
2025 Q4	$423K	Hold	1,234	–	–	0.01%	330
2025 Q3	$411K	Hold	1,234	–	–	0.01%	312
2025 Q2	$376K	Hold	1,234	–	–	0.01%	303
2025 Q1	$334K	Buy	+1,234	New	+$354K	0.01%	313
2023 Q4	–	Sell	-151	Closed	-$30.3K	–	436
2023 Q3	$30.3K	Buy	+151	New	+$31.5K	﹤0.01%	412
2023 Q1	–	Sell	-269	Closed	-$45.9K	–	331
2022 Q4	$45.9K	Buy	+269	New	+$46.4K	﹤0.01%	307

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Choate Investment Advisors's OEF Position: Q1 2026 in Review

Choate Investment Advisors sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 1,234 shares — an estimated $423K sold.

Choate Investment Advisors first reported a position in OEF in Q4 2022 and held it in 6 quarters. The position peaked at $423K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Choate Investment Advisors reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
Choate Investment Advisors sold 1,234 iShares S&P 100 ETF shares in Q1 2026, an estimated $423K.
Choate Investment Advisors first reported a position in iShares S&P 100 ETF in Q4 2022 and held it in 6 quarters.
Choate Investment Advisors's iShares S&P 100 ETF position peaked at $423K in Q4 2025.
1,004 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.