Elm Partners Management’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
$662K Hold
2025
Q2
$605K Buy
2025
Q1
$531K Hold
2024
Q4
$566K Hold
2024
Q3
$542K Buy