Gimbal Financial’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
Q2
$776K Hold
2025
Q1
$690K Hold
2024
Q4
$736K Hold
2024
Q3
$715K Hold
2024
Q2
$691K Hold
2024
Q1
$630K Hold
2023
Q4
$569K Buy