Independent Advisor Alliance’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
Q1
Sell
-5,473
Closed -$1.58M 1180
2024
Q4
$1.58M Buy
+5,473
New +$1.58M 0.02% 583
2020
Q1
Sell
-1,728
Closed -$249K 693
2019
Q4
$249K Buy
+1,728
New +$249K 0.01% 742