Mitchell Sinkler & Starr’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
Q3 | $698K | Hold |
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|
2025
Q2 | $639K | Hold |
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|
2025
Q1 | $568K | Hold |
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|
2024
Q4 | $606K | Hold |
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|
2024
Q3 | $581K | Hold |
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|
2024
Q2 | $563K | Hold |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $257K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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