Larson Financial Group’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 | $91K | Buy |
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|
2025
Q1 | $63.1K | Sell |
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|
2024
Q4 | $70.8K | Hold |
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|
2024
Q3 | $67.8K | Sell |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $60.6K | Hold |
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|
2023
Q4 | $54.7K | Sell |
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|
2023
Q3 | $50.2K | Buy |
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|
2023
Q2 | $9.73K | Hold |
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|
2023
Q1 | $8.79K | Hold |
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|
2022
Q4 | $8.02K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | $5K | Buy |
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