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Lifeworks Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Lifeworks Advisors’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 		$521K Buy
1,711
+265
+18% +$80.7K 0.08% 190
2025
Q1 		$392K Buy
1,446
+730
+102% +$198K 0.07% 214
2024
Q4 		$207K Buy
+716
New +$207K 0.04% 291