LWA
Lineweaver Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
736
-46,052
| -98% | -$14M | 0.04% | 149 |
|
|
2025
Q1 | $12.7M | Buy |
46,788
+765
| +2% | +$208K | 2.16% | 12 |
|
|
2024
Q4 | $13.3M | Sell |
46,023
-1,427
| -3% | -$413K | 2.46% | 10 |
|
|
2024
Q3 | $13.2M | Buy |
47,450
+997
| +2% | +$276K | 2.5% | 8 |
|
|
2024
Q2 | $12.3M | Sell |
46,453
-3,859
| -8% | -$1.02M | 2.55% | 8 |
|
|
2024
Q1 | $12.5M | Buy |
50,312
+2,876
| +6% | +$713K | 2.96% | 6 |
|
|
2023
Q4 | $10.6M | Buy |
47,436
+13,204
| +39% | +$2.95M | 2.75% | 9 |
|
|
2023
Q3 | $6.88M | Buy |
34,232
+439
| +1% | +$88.2K | 2% | 13 |
|
|
2023
Q2 | $7.01M | Buy |
33,793
+1,233
| +4% | +$256K | 2% | 13 |
|
|
2023
Q1 | $6.09M | Buy |
+32,560
| New | +$6.09M | 1.87% | 12 |
|
|
2022
Q4 | – | Sell |
-44,386
| Closed | -$7.21M | – | 127 |
|
|
2022
Q3 | $7.21M | Buy |
+44,386
| New | +$7.21M | 2.34% | 9 |
|