INDEPENDENT FINANCIAL GROUP, LLC’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
2026
Q1
$1.36M Sell
2025
Q4
$10.1M Buy
2025
Q3
$5.26M Buy
2025
Q2
$4M Buy