MB Generational Wealth’s iShares S&P 100 ETF OEF Stock Holding History

MB Generational Wealth’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.9M	Buy
2025 Q1	$14.1M	Buy
2024 Q4	$14.8M	Sell
2024 Q3	$14.3M	Buy
2024 Q2	$13.6M	Buy
2024 Q1	$12.8M	Sell
2023 Q4	$10.5M	Buy