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Veridan Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Veridan Wealth’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 		$5.78M Buy
18,171
+151
+0.8% +$50.6K 2.14% 10
2025
Q4 		$6.18M Sell
18,020
-16
-0.1% -$5.44K 2.08% 7
2025
Q3 		$6M Buy
+18,036
New +$5.74M 2.07% 7
2025
Q1 		$5.23M Buy
19,305
+1,663
+9% +$478K 2.36% 7
2024
Q4 		$5.16M Buy
+17,642
New +$5.05M 2.41% 5
2024
Q2 		$5.46M Buy
+17,943
New +$4.49M 2.19% 8

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Veridan Wealth's OEF Position: Q1 2026 in Review

Veridan Wealth increased its iShares S&P 100 ETF (OEF) stake by 0.84% in Q1 2026, buying an estimated $50.6K and bringing the position to 18,171 shares worth $5.78M. The position accounts for 2.14% of the portfolio, ranked #10.

Veridan Wealth first reported a position in OEF in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.18M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Veridan Wealth held 18,171 shares of iShares S&P 100 ETF worth $5.78M as of Q1 2026.
  • Veridan Wealth bought 151 iShares S&P 100 ETF shares in Q1 2026, an estimated $50.6K.
  • iShares S&P 100 ETF made up 2.14% of Veridan Wealth's portfolio in Q1 2026, its #10 holding.
  • Veridan Wealth first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's iShares S&P 100 ETF position peaked at $6.18M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.