NorthRock Partners’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
$16.4M Buy
2025
Q2
$847K Buy
2025
Q1
$447K Sell
2024
Q4
$484K Sell
2024
Q3
$482K Buy
2024
Q2
$459K Sell
2024
Q1
$448K Sell
2023
Q4
$423K Sell
2023
Q3
$394K Sell
2023
Q2
$415K Buy
2023
Q1
$374K Sell
2022
Q4
$355K Sell
2022
Q3
$345K Hold
2022
Q2
$366K Sell
2022
Q1
$455K Sell
2021
Q4
$487K Buy
2021
Q3
$437K Sell
2021
Q2
$451K Sell
2021
Q1
$414K Sell
2020
Q4
$415K Buy
2020
Q3
$368K Buy