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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$335K	Hold
2025 Q2	$306K	Hold
2025 Q1	$272K	Hold
2024 Q4	$291K	Buy