Atria Wealth Solutions’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
Q2 | $11.7M | Sell |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $5.96M | Buy |
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|
2024
Q2 | $4.49M | Sell |
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|
2024
Q1 | $4.32M | Sell |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $2.72M | Buy |
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