Aprio 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 | $483K | Hold |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $395K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $324K | Buy |
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