CM Wealth 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 | $73.6M | Buy |
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|
2025
Q1 | $65.2M | Buy |
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|
2024
Q4 | $63.8M | Sell |
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|
2024
Q3 | $69.7M | Buy |
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|
2024
Q2 | $41.8M | Sell |
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|
2024
Q1 | $65.7M | Buy |
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|
2023
Q4 | $44.9M | Sell |
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|
2023
Q3 | $44.2M | Sell |
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|
2023
Q2 | $63.9M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $40.4M | Sell |
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|
2022
Q3 | $40.6B | Buy |
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|
2022
Q2 | $44.3M | Buy |
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