Howard Capital Management Group’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Hold
2,345
0.05% 72
2025
Q1
$635K Hold
2,345
0.05% 72
2024
Q4
$677K Hold
2,345
0.05% 74
2024
Q3
$649K Hold
2,345
0.05% 74
2024
Q2
$620K Hold
2,345
0.05% 74
2024
Q1
$580K Hold
2,345
0.04% 76
2023
Q4
$524K Buy
+2,345
New +$524K 0.05% 70