Angeles 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
$14.3K Hold
2025
Q2
$13.1K Hold
2025
Q1
$11.6K Hold
2024
Q4
$12.4K Hold
2024
Q3
$11.9K Hold
2024
Q2
$11.4K Hold
2024
Q1
$10.6K Hold
2023
Q4
$9.61K Hold
2023
Q3
$8.63K Buy