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Leith Wheeler Investment Counsel’s iShares S&P 100 ETF OEF Stock Holding History

Leith Wheeler Investment Counsel’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Hold
1,200
– – 0.03% 60
2025
Q1 		$325K Hold
1,200
– – 0.02% 62
2024
Q4 		$347K Hold
1,200
– – 0.03% 57
2024
Q3 		$332K Hold
1,200
– – 0.02% 58
2024
Q2 		$317K Buy
+1,200
New +$317K 0.03% 60