5W
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5T Wealth’s iShares S&P 100 ETF OEF Stock Holding History

5T Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.57M Buy
11,732
+2,001
+21% +$609K 1.7% 16
2025
Q1 		$2.64M Buy
9,731
+789
+9% +$214K 1.41% 18
2024
Q4 		$2.58M Buy
+8,942
New +$2.58M 1.41% 20