Altus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $812K | Buy |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $31.2M | Sell |
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|
2024
Q4 | $33.8M | Buy |
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|
2024
Q3 | $31.8M | Sell |
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|
2024
Q2 | $31M | Buy |
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|
2024
Q1 | $28.8M | Buy |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $19.3M | Buy |
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|
2023
Q2 | $19.3M | Sell |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $16.3M | Sell |
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|
2022
Q3 | $15.8M | Sell |
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|
2022
Q2 | $17.3M | Buy |
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|
2022
Q1 | $20.7M | Buy |
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|
2021
Q4 | $21.6M | Buy |
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|
2021
Q3 | $19.4M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $16.7M | Buy |
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|
2020
Q4 | $15.6M | Sell |
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|
2020
Q3 | $14.3M | Buy |
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|
2020
Q2 | $12M | Buy |
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|
2020
Q1 | $5.29M | Sell |
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|
2019
Q4 | $6.48M | Buy |
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