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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
2,127
-600
-22% -$183K 0.56% 25
2025
Q1
$739K Buy
2,727
+171
+7% +$46.3K 0.72% 21
2024
Q4
$738K Buy
+2,556
New +$738K 0.7% 20