Wealthspire Advisors (New York)’s iShares S&P 100 ETF OEF Stock Holding History

Wealthspire Advisors (New York)’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	$4.58M	Buy	12,512 +5,008	+67%	+$1.79M	0.03%	276
2026 Q1	$2.39M	Buy	7,504 +3,074	+69%	+$1.03M	0.02%	260
2025 Q4	$1.52M	Sell	4,430 -4,504	-50%	-$1.53M	0.01%	345
2025 Q3	$2.97M	Sell	8,934 -1,474	-14%	-$469K	0.02%	217
2025 Q2	$3.17M	Sell	10,408 -2,448	-19%	-$682K	0.02%	214
2025 Q1	$3.48M	Buy	12,856 +6,428	+100%	+$1.85M	0.02%	191
2024 Q4	$1.86M	Sell	6,428 -75	-1%	-$21.5K	0.02%	257
2024 Q3	$1.8M	Buy	6,503 +3,731	+135%	+$997K	0.02%	272
2024 Q2	$733K	Buy	+2,772	New	+$694K	0.01%	362

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

Wealthspire Advisors (New York)'s OEF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares S&P 100 ETF (OEF) stake by 67% in Q2 2026, buying an estimated $1.79M and bringing the position to 12,512 shares worth $4.58M. The position accounts for 0.03% of the portfolio, ranked #276.

Wealthspire Advisors (New York) first reported a position in OEF in Q2 2024 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Wealthspire Advisors (New York) held 12,512 shares of iShares S&P 100 ETF worth $4.58M as of Q2 2026.
Wealthspire Advisors (New York) bought 5,008 iShares S&P 100 ETF shares in Q2 2026, an estimated $1.79M.
iShares S&P 100 ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #276 holding.
Wealthspire Advisors (New York) first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 9 quarters since.
1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.