Ethos Financial Group’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
$750K Sell
2025
Q1
$2.43M Buy
2024
Q4
$890K Buy
2024
Q2
Sell
2024
Q1
$285K Buy