Hemington 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 | $2.62M | Sell |
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|
2025
Q2 | $2.6M | Hold |
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|
2025
Q1 | $2.31M | Hold |
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|
2024
Q4 | $2.47M | Hold |
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|
2024
Q3 | $2.35M | Hold |
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|
2024
Q2 | $2.26M | Hold |
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|
2024
Q1 | $2.12M | Hold |
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|
2023
Q4 | $1.91M | Hold |
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|
2023
Q3 | $1.72M | Hold |
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|
2023
Q2 | $1.77M | Hold |
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|
2023
Q1 | $1.6M | Hold |
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|
2022
Q4 | $1.46M | Hold |
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|
2022
Q3 | $1.39M | Hold |
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|
2022
Q2 | $1.48M | Hold |
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|
2022
Q1 | $1.78M | Hold |
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|
2021
Q4 | $1.47M | Hold |
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|
2021
Q3 | $1.69M | Hold |
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|
2021
Q2 | $1.68M | Hold |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.47M | Buy |
|