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

Enzi Wealth’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$276K	Hold
2025 Q2	$256K	Hold
2025 Q1	$221K	Hold
2024 Q4	$248K	Hold
2024 Q3	$235K	Hold
2024 Q2	$227K	Sell
2024 Q1	$205K	Buy