Key Financial Inc’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	–	Sell	-37	Closed	-$10K	–	1466
2025 Q1	$10K	Hold	37	–	–	﹤0.01%	812
2024 Q4	$10.7K	Hold	37	–	–	﹤0.01%	802
2024 Q3	$10.2K	Hold	37	–	–	﹤0.01%	792
2024 Q2	$9.78K	Buy	+37	New	+$9.78K	﹤0.01%	788