Vise Technologies’s iShares S&P 100 ETF OEF Stock Holding History

Vise Technologies’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	$7.92M	Hold	23,086	–	–	0.16%	112
2025 Q4	$7.92M	Buy	23,086 +8,705	+61%	+$2.96M	0.16%	112
2025 Q3	$4.79M	Buy	14,381 +6,962	+94%	+$2.21M	0.18%	115
2025 Q2	$2.26M	Buy	+7,419	New	+$2.07M	0.09%	231

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

Vise Technologies's OEF Position: Q1 2026 in Review

Vise Technologies held its iShares S&P 100 ETF (OEF) position steady in Q1 2026 at 23,086 shares worth $7.92M. The position accounts for 0.16% of the portfolio, ranked #112.

Vise Technologies first reported a position in OEF in Q2 2025 and has held it in 4 quarters since. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Vise Technologies held 23,086 shares of iShares S&P 100 ETF worth $7.92M as of Q1 2026.
Vise Technologies left its iShares S&P 100 ETF share count unchanged in Q1 2026.
iShares S&P 100 ETF made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #112 holding.
Vise Technologies first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 4 quarters since.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.