Elm Partners 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
$605K Buy
1,989
+29
+1% +$8.83K 0.04% 69
2025
Q1
$531K Hold
1,960
0.03% 46
2024
Q4
$566K Hold
1,960
0.04% 46
2024
Q3
$542K Buy
+1,960
New +$542K 0.04% 45