Cardinal Strategic Wealth Guidance’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 | $14.8M | Sell |
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|
2025
Q2 | $13.7M | Buy |
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|
2025
Q1 | $9.72M | Buy |
|
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $6.16M | Buy |
|
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $5.44M | Sell |
|
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $860K | Hold |
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|
2023
Q2 | $888K | Hold |
|
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $2.24M | Buy |
|