Gen-Wealth Partners’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
$1.15M Buy
2025
Q2
$968K Buy
2025
Q1
$817K Buy
2024
Q4
$632K Buy
2024
Q3
$609K Buy
2024
Q2
$550K Sell
2024
Q1
$586K Buy