Physician Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.2K Hold
47
﹤0.01% 583
2025
Q1
$12.6K Hold
47
﹤0.01% 574
2024
Q4
$13.5K Buy
+47
New +$13.5K ﹤0.01% 586
2024
Q1
Sell
-19,469
Closed -$4.46M 183
2023
Q4
$4.46M Buy
+19,469
New +$4.46M 0.99% 25