Palisade Asset Management’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 | $723K | Buy |
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|
2025
Q1 | $492K | Hold |
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|
2024
Q4 | $525K | Hold |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $256K | Buy |
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