Berkshire Money Management’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
Q3 | – | Sell |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6.49M | Buy |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $7.39M | Buy |
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|
2021
Q4 | $7.33M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $11.8M | Sell |
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|
2019
Q3 | $10.8M | Sell |
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|
2019
Q2 | $10.7M | Buy |
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|
2019
Q1 | $9.78M | Buy |
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|
2018
Q4 | $8.68M | Sell |
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|
2018
Q3 | $13.2M | Buy |
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|
2018
Q2 | $12.3M | Sell |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $12.8M | Sell |
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|
2017
Q3 | $12.3M | Sell |
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|
2017
Q2 | $11.7M | Buy |
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|
2017
Q1 | $11M | Sell |
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|
2016
Q4 | $10.6M | Sell |
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|
2016
Q3 | $16.4M | Buy |
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|
2016
Q2 | $11.9M | Sell |
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|
2016
Q1 | $12.1M | Sell |
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|
2015
Q4 | $12.5M | Sell |
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|
2015
Q3 | $16M | Buy |
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|
2015
Q2 | $15.6M | Sell |
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|
2015
Q1 | $16M | Sell |
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|
2014
Q4 | $16.3M | Buy |
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|
2014
Q3 | $11.7M | Buy |
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