Golden Road Advisors’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 | $783K | Sell |
2,574
-190
| -7% | -$57.8K | 0.52% | 22 |
|
|
2025
Q1 | $749K | Hold |
2,764
| – | – | 0.58% | 19 |
|
|
2024
Q4 | $798K | Sell |
2,764
-504
| -15% | -$146K | 0.6% | 17 |
|
|
2024
Q3 | $904K | Hold |
3,268
| – | – | 0.71% | 16 |
|
|
2024
Q2 | $891K | Hold |
3,268
| – | – | 0.73% | 15 |
|
|
2024
Q1 | $809K | Hold |
3,268
| – | – | 0.67% | 16 |
|
|
2023
Q4 | $730K | Buy |
+3,268
| New | +$730K | 0.7% | 14 |
|