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

SoundView 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
2025 Q4	–	Sell	-547,227	Closed	-$50.1M	–	34
2025 Q3	$50.1M	Buy	+547,227	New	+$174M	17.18%	3

Other funds holding OEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SoundView Advisors's OEF Position: Q4 2025 in Review

SoundView Advisors sold out of iShares S&P 100 ETF (OEF) in Q4 2025, closing a stake of 547,227 shares — an estimated $50.1M sold.

SoundView Advisors first reported a position in OEF in Q3 2025 and held it in 1 quarter. The position peaked at $50.1M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold OEF as of Q4 2025.

SoundView Advisors reported no remaining iShares S&P 100 ETF position as of Q4 2025 after selling out during the quarter.
SoundView Advisors sold 547,227 iShares S&P 100 ETF shares in Q4 2025, an estimated $50.1M.
SoundView Advisors first reported a position in iShares S&P 100 ETF in Q3 2025 and held it in 1 quarter.
SoundView Advisors's iShares S&P 100 ETF position peaked at $50.1M in Q3 2025.
1,098 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2025.

Based on SoundView Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.