Future Financial Wealth Management’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 | $253K | Hold |
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2025
Q2 | $231K | Hold |
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2025
Q1 | $206K | Sell |
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2024
Q4 | $268K | Hold |
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2024
Q3 | $257K | Sell |
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2024
Q2 | $274K | Hold |
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2024
Q1 | $256K | Sell |
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2023
Q4 | $3.39M | Sell |
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2023
Q3 | $3.05M | Buy |
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2023
Q2 | $3.09M | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $64K | Sell |
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2021
Q4 | $96K | Buy |
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