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

Balance 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 		$457K Sell
1,502
-344
-19% -$105K 0.27% 75
2025
Q1 		$500K Buy
+1,846
New +$500K 0.32% 65