Golden Road Advisors’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
$783K Sell
2025
Q1
$749K Hold
2024
Q4
$798K Sell
2024
Q3
$904K Hold
2024
Q2
$891K Hold
2024
Q1
$809K Hold
2023
Q4
$730K Buy