AWP
OEF icon

Ascent Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Ascent Wealth Partners’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Hold
1,006
– – 0.04% 149
2025
Q1 		$272K Hold
1,006
– – 0.04% 156
2024
Q4 		$291K Buy
+1,006
New +$291K 0.04% 148