Stone House Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Stone House Investment Management’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 Q1	$518K	Sell	1,629 -81,813	-98%	-$27.4M	0.09%	39
2025 Q4	$28.6M	Buy	83,442 +1,879	+2%	+$638K	4.44%	10
2025 Q3	$27.1M	Buy	81,563 +38,036	+87%	+$12.1M	4.57%	10
2025 Q2	$13.2M	Buy	43,527 +14,264	+49%	+$3.97M	2.44%	15
2025 Q1	$7.93M	Buy	29,263 +25,757	+735%	+$7.4M	1.61%	18
2024 Q4	$1.01M	Sell	3,506 -432	-11%	-$124K	0.26%	29
2024 Q3	$1.09M	Buy	3,938 +148	+4%	+$39.5K	0.23%	30
2024 Q2	$1M	Buy	3,790 +229	+6%	+$57.3K	0.26%	28
2024 Q1	$881K	Sell	3,561 -16,840	-83%	-$3.97M	0.21%	33
2023 Q4	$4.56M	Buy	+20,401	New	+$4.29M	1.57%	15
2017 Q1	–	Sell	-2,612	Closed	-$259K	–	42
2016 Q4	$259K	Buy	+2,612	New	+$253K	0.22%	33

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stone House Investment Management's OEF Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares S&P 100 ETF (OEF) stake by 98% in Q1 2026, selling an estimated $27.4M and leaving 1,629 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #39.

Stone House Investment Management first reported a position in OEF in Q4 2016 and has held it in 11 quarters since. The position peaked at $28.6M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Stone House Investment Management held 1,629 shares of iShares S&P 100 ETF worth $518K as of Q1 2026.
Stone House Investment Management sold 81,813 iShares S&P 100 ETF shares in Q1 2026, an estimated $27.4M.
iShares S&P 100 ETF made up 0.09% of Stone House Investment Management's portfolio in Q1 2026, its #39 holding.
Stone House Investment Management first reported a position in iShares S&P 100 ETF in Q4 2016 and has held it in 11 quarters since.
Stone House Investment Management's iShares S&P 100 ETF position peaked at $28.6M in Q4 2025.
1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.