Medallion Wealth Advisors, LLC’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
2026
Q1
$2.54K Hold
2025
Q4
$2.74K Hold
2025
Q3
$2.66K Hold
2025
Q2
$2.44K Hold
2025
Q1
$2.17K Hold
2024
Q4
$2.17K Buy