EverSource Wealth Advisors’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 | $1.19M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $858K | Sell |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $629K | Hold |
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|
2023
Q1 | $568K | Sell |
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|
2022
Q4 | $590K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $446K | Buy |
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