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

ForthRight Wealth 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	$293K	Hold
2025 Q1	$261K	Sell
2024 Q4	$292K	Hold
2024 Q3	$280K	Hold
2024 Q2	$267K	Sell
2024 Q1	$252K	Buy
2022 Q1	–	Sell
2021 Q4	$213K	Buy
2021 Q1	–	Sell
2020 Q4	$1K	Buy