Optivise Advisory Services’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
Other funds holding OEF
Optivise Advisory Services's OEF Position: Q3 2026 in Review
Optivise Advisory Services increased its iShares S&P 100 ETF (OEF) stake by 0.75% in Q3 2026, buying an estimated $15.4K and bringing the position to 5,536 shares worth $2.12M. The position accounts for 1.04% of the portfolio, ranked #23.
Optivise Advisory Services first reported a position in OEF in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.83M in Q4 2025. 318 funds tracked by Wall St. Rank hold OEF as of Q3 2026.
- Optivise Advisory Services held 5,536 shares of iShares S&P 100 ETF worth $2.12M as of Q3 2026.
- Optivise Advisory Services bought 41 iShares S&P 100 ETF shares in Q3 2026, an estimated $15.4K.
- iShares S&P 100 ETF made up 1.04% of Optivise Advisory Services's portfolio in Q3 2026, its #23 holding.
- Optivise Advisory Services first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's iShares S&P 100 ETF position peaked at $2.83M in Q4 2025.
- 318 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.