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

Accredited Wealth Management’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 		$271K Hold
890
– – 0.22% 58
2025
Q1 		$241K Hold
890
– – 0.2% 49
2024
Q4 		$257K Buy
+890
New +$257K 0.22% 56