Choate Investment Advisors’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
Q2
$376K Hold
2025
Q1
$334K Buy
2023
Q4
Sell
2023
Q3
$30.3K Buy
2023
Q1
Sell
2022
Q4
$45.9K Buy