IHT 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
Q2 | $13.2M | Buy |
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|
2025
Q1 | $9.09M | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $250K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $50K | Buy |
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|
2017
Q4 | $53K | Buy |
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|
2017
Q3 | $49K | Buy |
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|
2017
Q2 | $1 | Buy |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $43K | Buy |
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