Austin Private Wealth’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
Q4
$578K Buy
2025
Q1
Sell
2024
Q4
$326K Sell
2024
Q3
$313K Sell
2024
Q2
$300K Sell
2024
Q1
$289K Sell
2023
Q4
$10.2M Buy