EFG
Ethos Financial Group’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
2,465
-6,109
| -71% | -$1.86M | 0.06% | 209 |
|
|
2025
Q1 | $2.43M | Buy |
8,574
+5,492
| +178% | +$1.56M | 0.23% | 101 |
|
|
2024
Q4 | $890K | Buy |
+3,082
| New | +$890K | 0.12% | 110 |
|
|
2024
Q2 | – | Sell |
-1,152
| Closed | -$285K | – | 308 |
|
|
2024
Q1 | $285K | Buy |
+1,152
| New | +$285K | 0.05% | 211 |
|