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

Modern Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.8M Buy
9,188
+3,226
+54% +$982K 0.07% 228
2025
Q1 		$1.61M Buy
+5,962
New +$1.61M 0.05% 236