DAS
Diversify Advisory Services’s iShares S&P 100 ETF OEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
3,970
+135
| +4% | +$43.1K | 0.05% | 281 |
|
2025
Q1 | $1.03M | Buy |
3,835
+413
| +12% | +$111K | 0.06% | 213 |
|
2024
Q4 | $978K | Buy |
3,422
+1,345
| +65% | +$384K | 0.05% | 231 |
|
2024
Q3 | $587K | Buy |
2,077
+96
| +5% | +$27.2K | 0.03% | 352 |
|
2024
Q2 | $540K | Buy |
1,981
+285
| +17% | +$77.7K | 0.03% | 369 |
|
2024
Q1 | $419K | Buy |
+1,696
| New | +$419K | 0.02% | 463 |
|