Arkadios Wealth Advisors’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
$2.19M Buy
2025
Q2
$1.33M Buy
2025
Q1
$745K Buy
2024
Q4
$517K Sell
2024
Q3
$499K Buy
2024
Q2
$314K Buy
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$17K Buy