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Interchange Capital Partners’s iShares S&P 100 ETF OEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
3,878
+1,353
+54% +$410K 0.27% 74
2025
Q1
$684K Buy
+2,525
New +$684K 0.19% 108
2024
Q1
Sell
-2,880
Closed -$645K 171
2023
Q4
$645K Buy
+2,880
New +$645K 0.48% 58
2021
Q1
Hold
0
818
2020
Q4
Hold
0
1199