Horst & Graben 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
$8.39M Buy
2025
Q2
$6.11M Buy
2025
Q1
$3.59M Buy
2024
Q4
$2.27M Sell
2024
Q3
$2.21M Buy
2024
Q2
$1.67M Buy
2024
Q1
$954K Sell
2023
Q4
$6.82M Buy
2023
Q3
$681K Buy