Evermay Wealth Management’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 | $23.4K | Hold |
77
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $20.9K | Hold |
77
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $22.2K | Hold |
77
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $21.3K | Hold |
77
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $20.4K | Hold |
77
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $19.1K | Hold |
77
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $17.2K | Hold |
77
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $15.5K | Hold |
77
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $15.9K | Hold |
77
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $14.4K | Hold |
77
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $13.1K | Hold |
77
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $13K | Hold |
77
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $13K | Hold |
77
| – | – | ﹤0.01% | 376 |
|
|
2022
Q1 | $16K | Hold |
77
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $17K | Hold |
77
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $15K | Hold |
77
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $15K | Buy |
+77
| New | +$15K | ﹤0.01% | 374 |
|