GM Advisory Group’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
Sell
2025
Q1
$202K Sell
2024
Q4
$235K Buy
2014
Q4
Sell
2014
Q3
$10.8M Buy
2014
Q2
$10.3M Sell
2014
Q1
$10.1M Buy
2013
Q4
$9.72M Buy