One Wealth Advisors’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
Q2 | $15.7M | Sell |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $9.15M | Sell |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $5.16M | Buy |
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|
2023
Q2 | $4.13M | Buy |
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|
2023
Q1 | $3.25M | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6.92M | Buy |
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|
2022
Q1 | $2.21M | Buy |
|