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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$304K Buy
2021
Q3
$273K Buy
2021
Q2
$271K Buy
2021
Q1
$247K Buy
2020
Q4
$229K Buy