HHM Wealth 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
Q3 | $185K | Hold |
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|
2025
Q2 | $170K | Sell |
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|
2025
Q1 | $171K | Hold |
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|
2024
Q4 | $183K | Hold |
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|
2024
Q3 | $175K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $127K | Hold |
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|
2023
Q2 | $131K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $103K | Hold |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $125K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $90K | Hold |
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|
2020
Q1 | $75K | Buy |
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