Enzi Wealth’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 | $256K | Hold |
834
| – | – | 0.09% | 61 |
|
|
2025
Q1 | $221K | Hold |
834
| – | – | 0.09% | 61 |
|
|
2024
Q4 | $248K | Hold |
834
| – | – | 0.09% | 60 |
|
|
2024
Q3 | $235K | Hold |
834
| – | – | 0.09% | 60 |
|
|
2024
Q2 | $227K | Sell |
834
-19
| -2% | -$5.17K | 0.1% | 58 |
|
|
2024
Q1 | $205K | Buy |
+853
| New | +$205K | 0.1% | 58 |
|