Bartlett & Co Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Bartlett & Co Wealth Management’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	$126K	Hold
2025 Q2	$115K	Buy
2025 Q1	$65.3K	Hold
2024 Q4	$69.6K	Hold
2024 Q3	$66.7K	Hold
2024 Q2	$63.7K	Buy
2020 Q1	–	Sell
2019 Q4	$153K	Buy