CFS Investment Advisory Services’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 | $15.4M | Buy |
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|
2025
Q2 | $8.38M | Buy |
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|
2025
Q1 | $6.13M | Buy |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $2.92M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $1.09M | Buy |
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