Family Management’s iShares S&P 100 ETF OEF Stock Holding History

Family Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.94M	Buy
2025 Q1	$5.9M	Buy
2024 Q4	$4.43M	Buy
2024 Q3	$1.41M	Buy
2024 Q2	$1.14M	Buy
2024 Q1	$1.06M	Buy
2023 Q4	$815K	Buy
2023 Q3	$261K	Buy