Aaron Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $6.08M | Buy |
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|
2021
Q4 | $519K | Buy |
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