Birchcreek Wealth 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 | $542K | Hold |
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|
2025
Q2 | $495K | Hold |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $451K | Hold |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $279K | Buy |
|