Keebeck 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 | $17.2M | Buy |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $12.9M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $7.6M | Buy |
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|
2023
Q2 | $6.01M | Sell |
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|
2023
Q1 | $5.43M | Buy |
|
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|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $410K | Buy |
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