Certus Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Certus Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.77M	Buy
2025 Q2	$4.05M	Buy
2025 Q1	$3.02M	Buy
2024 Q4	$1.4M	Buy
2024 Q3	$1.2M	Sell
2024 Q2	$2.42M	Sell
2024 Q1	$2.41M	Buy
2023 Q4	$1.87M	Buy