Shared Vision Wealth Group’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
Other funds holding OEF
CAM
Shared Vision Wealth Group's OEF Position: Q2 2026 in Review
Shared Vision Wealth Group increased its iShares S&P 100 ETF (OEF) stake by 5.3% in Q2 2026, buying an estimated $141K and bringing the position to 7,864 shares worth $2.88M. The position accounts for 0.99% of the portfolio, ranked #23.
Shared Vision Wealth Group first reported a position in OEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.7M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.
- Shared Vision Wealth Group held 7,864 shares of iShares S&P 100 ETF worth $2.88M as of Q2 2026.
- Shared Vision Wealth Group bought 394 iShares S&P 100 ETF shares in Q2 2026, an estimated $141K.
- iShares S&P 100 ETF made up 0.99% of Shared Vision Wealth Group's portfolio in Q2 2026, its #23 holding.
- Shared Vision Wealth Group first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 11 quarters since.
- Shared Vision Wealth Group's iShares S&P 100 ETF position peaked at $6.7M in Q4 2025.
- 1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.
Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.