Sutton Place Investors’s iShares S&P 100 ETF OEF Stock Holding History

Sutton Place Investors’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	$1.2M	Buy	3,281 +77	+2%	+$27.6K	0.58%	45
2026 Q1	$1.02M	Hold	3,204	–	–	0.56%	51
2025 Q4	$1.1M	Sell	3,204 -27	-0.8%	-$9.17K	0.6%	46
2025 Q3	$1.08M	Buy	3,231 +1	+0%	+$318	0.61%	44
2025 Q2	$983K	Sell	3,230 -165	-5%	-$46K	0.59%	46
2025 Q1	$919K	Buy	3,395 +368	+12%	+$106K	0.62%	39
2024 Q4	$874K	Hold	3,027	–	–	0.51%	52
2024 Q3	$838K	Buy	3,027 +281	+10%	+$75.1K	0.51%	51
2024 Q2	$726K	Buy	2,746 +32	+1%	+$8.01K	0.48%	52
2024 Q1	$671K	Sell	2,714 -1,271	-32%	-$300K	0.33%	86
2023 Q4	$890K	Buy	3,985 +1,749	+78%	+$368K	0.64%	52
2023 Q3	$449K	Buy	+2,236	New	+$466K	0.58%	41

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sutton Place Investors's OEF Position: Q2 2026 in Review

Sutton Place Investors increased its iShares S&P 100 ETF (OEF) stake by 2.4% in Q2 2026, buying an estimated $27.6K and bringing the position to 3,281 shares worth $1.2M. The position accounts for 0.58% of the portfolio, ranked #45.

Sutton Place Investors first reported a position in OEF in Q3 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Sutton Place Investors held 3,281 shares of iShares S&P 100 ETF worth $1.2M as of Q2 2026.
Sutton Place Investors bought 77 iShares S&P 100 ETF shares in Q2 2026, an estimated $27.6K.
iShares S&P 100 ETF made up 0.58% of Sutton Place Investors's portfolio in Q2 2026, its #45 holding.
Sutton Place Investors first reported a position in iShares S&P 100 ETF in Q3 2023 and has held it in 12 quarters since.
1,024 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.