Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $216M | Sell |
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|
2024
Q3 | $211M | Buy |
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|
2024
Q2 | $199M | Buy |
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|
2024
Q1 | $184M | Buy |
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|
2023
Q4 | $161M | Buy |
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|
2023
Q3 | $141M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $135M | Buy |
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|
2021
Q3 | $7.5M | Sell |
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|
2021
Q2 | $7.61M | Sell |
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|
2021
Q1 | $7.03M | Sell |
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|
2020
Q4 | $6.75M | Sell |
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|
2020
Q3 | $6.26M | Sell |
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|
2020
Q2 | $5.87M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.06M | Buy |
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