Frank Rimerman 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
Q3 | $408K | Hold |
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|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $210K | Buy |
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