JDM Financial 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 | $30.4K | Hold |
100
| – | – | 0.01% | 113 |
|
|
2025
Q1 | $27.1K | Hold |
100
| – | – | 0.01% | 114 |
|
|
2024
Q4 | $28.9K | Hold |
100
| – | – | 0.02% | 113 |
|
|
2024
Q3 | $27.7K | Sell |
100
-85
| -46% | -$23.5K | 0.02% | 113 |
|
|
2024
Q2 | $48.9K | Hold |
185
| – | – | 0.03% | 79 |
|
|
2024
Q1 | $45.8K | Hold |
185
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $41.3K | Hold |
185
| – | – | 0.03% | 75 |
|
|
2023
Q3 | $37.1K | Hold |
185
| – | – | 0.03% | 78 |
|
|
2023
Q2 | $38.3K | Hold |
185
| – | – | 0.03% | 78 |
|
|
2023
Q1 | $34.6K | Hold |
185
| – | – | 0.03% | 83 |
|
|
2022
Q4 | $31.6K | Buy |
+185
| New | +$31.6K | 0.03% | 82 |
|