CJL
OEF icon

Cyrus J. Lawrence’s iShares S&P 100 ETF OEF Stock Holding History

Cyrus J. Lawrence’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
Q1 		– Sell
-300
Closed -$86K – 124
2024
Q4 		$86K Hold
300
– – 0.02% 92
2024
Q3 		$83K Hold
300
– – 0.02% 90
2024
Q2 		$79K Hold
300
– – 0.02% 90
2024
Q1 		$74K Buy
+300
New +$70.8K 0.02% 93
2023
Q3 		– Sell
-300
Closed -$62 – 141
2023
Q2 		$62 Hold
300
– – 0.01% 96
2023
Q1 		$56K Hold
300
– – 0.02% 99
2022
Q4 		$51K Hold
300
– – 0.02% 111
2022
Q3 		$48K Hold
300
– – 0.01% 112
2022
Q2 		$51K Hold
300
– – 0.01% 144
2022
Q1 		$63K Buy
+300
New +$61.6K 0.01% 138

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return