Michels Family Financial’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
$277K Buy
910
+76
+9% +$23.1K 0.24% 107
2025
Q1
$226K Buy
834
+1
+0.1% +$271 0.2% 116
2024
Q4
$241K Buy
+833
New +$241K 0.22% 114