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Sage Investment Advisers’s iShares S&P 100 ETF OEF Stock Holding History

Sage Investment Advisers’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 		$220K Buy
+600
New +$215K 0.15% 94
2026
Q1 		– Sell
-600
Closed -$206K – 92
2025
Q4 		$206K Buy
+600
New +$204K 0.15% 83

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
CWA
CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Sage Investment Advisers's OEF Position: Q2 2026 in Review

Sage Investment Advisers opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 600 shares worth $220K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings. This is a return to the name: Sage Investment Advisers previously reported a position in OEF as recently as Q4 2025.

Sage Investment Advisers first reported a position in OEF in Q4 2025 and has held it in 2 quarters since. 740 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Sage Investment Advisers held 600 shares of iShares S&P 100 ETF worth $220K as of Q2 2026.
  • iShares S&P 100 ETF was a new Sage Investment Advisers position in Q2 2026.
  • iShares S&P 100 ETF made up 0.15% of Sage Investment Advisers's portfolio in Q2 2026, its #94 holding.
  • Sage Investment Advisers first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 740 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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