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 Q2	$8.72M	Buy	23,842 +756	+3%	+$271K	0.1%	171
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 $1.55T 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

Vise Technologies's OEF Position: Q2 2026 in Review

Vise Technologies increased its iShares S&P 100 ETF (OEF) stake by 3.3% in Q2 2026, buying an estimated $271K and bringing the position to 23,842 shares worth $8.72M. The position accounts for 0.1% of the portfolio, ranked #171.

Vise Technologies first reported a position in OEF in Q2 2025 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Vise Technologies held 23,842 shares of iShares S&P 100 ETF worth $8.72M as of Q2 2026.
Vise Technologies bought 756 iShares S&P 100 ETF shares in Q2 2026, an estimated $271K.
iShares S&P 100 ETF made up 0.1% of Vise Technologies's portfolio in Q2 2026, its #171 holding.
Vise Technologies first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 5 quarters since.
1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.