Roundview Capital’s iShares Nasdaq 100 ETF IQQ Stock Holding History

Roundview Capital’s Portfolio IQQ Stock Details IQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Buy	+40,295	New	+$974K	0.06%	213

Other funds holding IQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return

Core Wealth Partners Santa Rosa, California $245M AUM 19.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Crosspoint Capital Strategies Orinda, California $104M AUM

Roundview Capital's IQQ Position: Q3 2026 in Review

Roundview Capital opened a new position in iShares Nasdaq 100 ETF (IQQ) in Q3 2026: 40,295 shares worth $1.01M. The stake represents 0.06% of the portfolio and ranks #213 among its holdings.

13 funds tracked by Wall St. Rank hold IQQ as of Q3 2026.

Roundview Capital held 40,295 shares of iShares Nasdaq 100 ETF worth $1.01M as of Q3 2026.
iShares Nasdaq 100 ETF was a new Roundview Capital position in Q3 2026.
iShares Nasdaq 100 ETF made up 0.06% of Roundview Capital's portfolio in Q3 2026, its #213 holding.
13 funds tracked by Wall St. Rank held iShares Nasdaq 100 ETF as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.