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

Polaris 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 		$1.38M Sell
3,785
-9,559
-72% -$3.42M 0.89% 25
2026
Q1 		$4.24M Sell
13,344
-6,895
-34% -$2.31M 3.09% 9
2025
Q4 		$6.94M Buy
+20,239
New +$6.88M 5.02% 7

Other funds holding OEF

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Polaris Investment Advisors reduced its iShares S&P 100 ETF (OEF) stake by 72% in Q2 2026, selling an estimated $3.42M and leaving 3,785 shares worth $1.38M. The position accounts for 0.89% of the portfolio, ranked #25.

Polaris Investment Advisors first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.94M in Q4 2025. 684 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Polaris Investment Advisors held 3,785 shares of iShares S&P 100 ETF worth $1.38M as of Q2 2026.
  • Polaris Investment Advisors sold 9,559 iShares S&P 100 ETF shares in Q2 2026, an estimated $3.42M.
  • iShares S&P 100 ETF made up 0.89% of Polaris Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Polaris Investment Advisors first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares S&P 100 ETF position peaked at $6.94M in Q4 2025.
  • 684 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.