Glenview Trust’s iShares S&P 100 ETF OEF Stock Holding History

Glenview Trust’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	$817K	Buy	2,569 +738	+40%	+$247K	0.01%	314
2025 Q4	$628K	Hold	1,831	–	–	0.01%	337
2025 Q3	$609K	Hold	1,831	–	–	0.01%	351
2025 Q2	$557K	Hold	1,831	–	–	0.01%	361
2025 Q1	$496K	Hold	1,831	–	–	0.01%	361
2024 Q4	$529K	Hold	1,831	–	–	0.01%	346
2024 Q3	$507K	Hold	1,831	–	–	0.01%	359
2024 Q2	$484K	Hold	1,831	–	–	0.01%	354
2024 Q1	$453K	Hold	1,831	–	–	0.01%	358
2023 Q4	$409K	Sell	1,831 -167	-8%	-$35.1K	0.01%	368
2023 Q3	$401K	Hold	1,998	–	–	0.01%	349
2023 Q2	$414K	Hold	1,998	–	–	0.01%	344
2023 Q1	$374K	Hold	1,998	–	–	0.01%	359
2022 Q4	$341K	Hold	1,998	–	–	0.01%	352
2022 Q3	$325K	Buy	1,998 +261	+15%	+$47.4K	0.01%	340
2022 Q2	$300K	Buy	1,737 +167	+11%	+$31.2K	0.01%	348
2022 Q1	$327K	Hold	1,570	–	–	0.01%	356
2021 Q4	$344K	Hold	1,570	–	–	0.01%	343
2021 Q3	$310K	Hold	1,570	–	–	0.01%	339
2021 Q2	$308K	Hold	1,570	–	–	0.01%	347
2021 Q1	$282K	Hold	1,570	–	–	0.01%	348
2020 Q4	$269K	Hold	1,570	–	–	0.01%	308
2020 Q3	$244K	Hold	1,570	–	–	0.01%	305
2020 Q2	$224K	Buy	+1,570	New	+$211K	0.01%	304
2020 Q1	–	Sell	-1,570	Closed	-$226K	–	337
2019 Q4	$226K	Hold	1,570	–	–	0.01%	324
2019 Q3	$206K	Sell	1,570 -61	-4%	-$7.99K	0.01%	335
2019 Q2	$211K	Hold	1,631	–	–	0.01%	316
2019 Q1	$204K	Buy	+1,631	New	+$196K	0.01%	313
2018 Q4	–	Sell	-1,631	Closed	-$211K	–	323
2018 Q3	$211K	Buy	+1,631	New	+$206K	0.01%	316
2014 Q4	$215K	Buy	+2,366	New	+$212K	0.02%	218

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Glenview Trust's OEF Position: Q1 2026 in Review

Glenview Trust increased its iShares S&P 100 ETF (OEF) stake by 40% in Q1 2026, buying an estimated $247K and bringing the position to 2,569 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #314.

Glenview Trust first reported a position in OEF in Q4 2014 and has held it in 30 quarters since. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Glenview Trust held 2,569 shares of iShares S&P 100 ETF worth $817K as of Q1 2026.
Glenview Trust bought 738 iShares S&P 100 ETF shares in Q1 2026, an estimated $247K.
iShares S&P 100 ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #314 holding.
Glenview Trust first reported a position in iShares S&P 100 ETF in Q4 2014 and has held it in 30 quarters since.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.