Measured Wealth Private Client Group’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
Q2 | $3.75M | Sell |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $4.44M | Sell |
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|
2023
Q4 | $4.11M | Sell |
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|
2023
Q3 | $3.69M | Sell |
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|
2023
Q2 | $4.01M | Sell |
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|
2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $3.27M | Sell |
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|
2022
Q2 | $3.76M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $4.03M | Sell |
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|
2021
Q3 | $3.65M | Sell |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $3.55M | Sell |
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|
2020
Q4 | $3.62M | Sell |
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|
2020
Q3 | $3.39M | Sell |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $2.72M | Sell |
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|
2019
Q4 | $3.39M | Sell |
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|
2019
Q3 | $3.54M | Sell |
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|
2019
Q2 | $9.38M | Sell |
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|
2019
Q1 | $9.55M | Buy |
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|
2018
Q4 | $8.05M | Buy |
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|
2018
Q3 | $9.21M | Buy |
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|
2018
Q2 | $7.98M | Buy |
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|
2017
Q3 | $6.25M | Buy |
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