Kingsview 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 | $1.86M | Buy |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $684K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $442K | Buy |
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|
2017
Q3 | $413K | Buy |
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|
2017
Q2 | $337K | Sell |
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|
2017
Q1 | $1.53M | Buy |
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