BIP 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
Q2
$318K Sell
2025
Q1
$296K Sell
2024
Q4
$337K Buy
2024
Q3
$310K Hold
2024
Q2
$296K Hold
2024
Q1
$277K Hold
2023
Q4
$250K Hold
2023
Q3
$225K Buy