Gen-Wealth Partners’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 | $968K | Buy |
3,182
+167
| +6% | +$50.8K | 0.37% | 71 |
|
|
2025
Q1 | $817K | Buy |
3,015
+827
| +38% | +$224K | 0.34% | 79 |
|
|
2024
Q4 | $632K | Buy |
2,188
+22
| +1% | +$6.36K | 0.27% | 93 |
|
|
2024
Q3 | $609K | Buy |
2,166
+86
| +4% | +$24.2K | 0.27% | 91 |
|
|
2024
Q2 | $550K | Sell |
2,080
-290
| -12% | -$76.6K | 0.27% | 88 |
|
|
2024
Q1 | $586K | Buy |
+2,370
| New | +$586K | 0.29% | 79 |
|