Lineweaver Wealth Advisors’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
Q3 | $214K | Sell |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $13.2M | Buy |
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|
2024
Q2 | $12.3M | Sell |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $7.01M | Buy |
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|
2023
Q1 | $6.09M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $7.21M | Buy |
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