Essex Financial Services’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
Q2 | $259K | Hold |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $220K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $240K | Buy |
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|
2017
Q1 | $218K | Sell |
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|
2016
Q4 | $223K | Buy |
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