LI
LVZ Inc’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 | $1.89M | Buy |
+6,209
| New | +$1.89M | 0.23% | 33 |
|
|
2024
Q3 | – | Sell |
-8,395
| Closed | -$2.22M | – | 154 |
|
|
2024
Q2 | $2.22M | Sell |
8,395
-1,136
| -12% | -$300K | 0.3% | 27 |
|
|
2024
Q1 | $2.36M | Sell |
9,531
-620
| -6% | -$153K | 0.32% | 26 |
|
|
2023
Q4 | $2.27M | Buy |
+10,151
| New | +$2.27M | 0.32% | 27 |
|