Cypress Wealth 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 | $19.1M | Buy |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $9.48M | Buy |
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|
2024
Q4 | $6.23M | Sell |
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|
2024
Q3 | $6.05M | Buy |
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|
2024
Q2 | $5.61M | Sell |
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|
2024
Q1 | $5.34M | Sell |
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|
2023
Q4 | $8.07M | Buy |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.07M | Buy |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $2.28M | Sell |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $3.14M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $484K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $241K | Sell |
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|
2018
Q2 | $248K | Sell |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $247K | Buy |
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