HB Wealth Management’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
Q3 | $7.67M | Sell |
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|
2025
Q2 | $7.02M | Sell |
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|
2025
Q1 | $6.3M | Sell |
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|
2024
Q4 | $6.8M | Buy |
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|
2024
Q3 | $6.49M | Hold |
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|
2024
Q2 | $6.19M | Sell |
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|
2024
Q1 | $5.87M | Buy |
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|
2023
Q4 | $5.26M | Sell |
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $4.93M | Hold |
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|
2023
Q1 | $4.46M | Sell |
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|
2022
Q4 | $4.12M | Sell |
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|
2022
Q3 | $4.09M | Sell |
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|
2022
Q2 | $4.52M | Sell |
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|
2022
Q1 | $5.47M | Buy |
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|
2021
Q4 | $5.74M | Buy |
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