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Glassman Wealth Services’s iShares S&P 100 ETF OEF Stock Holding History

Glassman Wealth Services’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$41.1K Hold
135
– – 0.01% 117
2025
Q1 		$36.6K Hold
135
– – 0.01% 114
2024
Q4 		$39K Buy
+135
New +$39K 0.01% 109