Litman Gregory Wealth Management’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 | $1.61M | Hold |
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|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $992K | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.95M | Hold |
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|
2021
Q4 | $2.05M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.72K | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $993K | Sell |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $882K | Buy |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $242K | Buy |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $192K | Hold |
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|
2018
Q4 | $171K | Hold |
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|
2018
Q3 | $199K | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $635K | Sell |
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|
2017
Q4 | $673 | Sell |
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|
2017
Q3 | $645K | Hold |
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|
2017
Q2 | $619K | Sell |
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|
2017
Q1 | $636K | Hold |
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|
2016
Q4 | $604K | Sell |
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|
2016
Q3 | $641K | Buy |
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|
2016
Q2 | $452K | Sell |
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|
2016
Q1 | $989K | Buy |
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|
2015
Q4 | $811K | Buy |
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|
2014
Q3 | $670K | Sell |
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|
2014
Q2 | $2.29M | Buy |
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|
2014
Q1 | $2.13M | Hold |
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|
2013
Q4 | $2.12M | Buy |
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|
2013
Q3 | $1.78M | Sell |
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|
2013
Q2 | $1.84M | Buy |
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