AFW
OEF icon

Avantra Family Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Avantra Family Wealth’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 		$1,000K Buy
3,285
+1,397
+74% +$425K 0.83% 29
2025
Q1 		$511K Buy
1,888
+202
+12% +$54.7K 0.49% 70
2024
Q4 		$487K Buy
+1,686
New +$487K 0.46% 78