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Retirement Wealth Solutions’s iShares S&P 100 ETF OEF Stock Holding History

Retirement Wealth Solutions’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
6,319
+1,391
+28% +$423K 1.4% 21
2025
Q1 		$1.33M Buy
4,928
+2,900
+143% +$785K 1.08% 21
2024
Q4 		$579K Buy
+2,028
New +$579K 0.49% 29