Advance Capital Management’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
1,064
0.01% 124
2025
Q1
$288K Buy
1,064
+270
+34% +$73.1K 0.01% 121
2024
Q4
$229K Buy
+794
New +$229K 0.01% 137