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

Copia 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	$73.2K	Sell
2025 Q2	$75.5K	Hold
2025 Q1	$67.2K	Hold
2024 Q4	$71.6K	Buy