MGB Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.57K Hold
15
﹤0.01% 301
2025
Q1
$4.06K Hold
15
﹤0.01% 288
2024
Q4
$4.33K Hold
15
﹤0.01% 282
2024
Q3
$4.15K Hold
15
﹤0.01% 270
2024
Q2
$4.09K Hold
15
﹤0.01% 273
2024
Q1
$3.71K Hold
15
﹤0.01% 260
2023
Q4
$3.35K Buy
+15
New +$3.35K ﹤0.01% 253