Finley Financial’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
$2.01M Sell
6,595
-1,340
-17% -$408K 1.01% 20
2025
Q1
$2.14M Sell
7,935
-140
-2% -$37.7K 1.19% 19
2024
Q4
$2.35M Buy
+8,075
New +$2.35M 1.22% 19