RW
OEF icon

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

Ridgeline Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.31M Sell
14,149
-2,096
-13% -$638K 3.51% 9
2025
Q1 		$4.4M Sell
16,245
-42
-0.3% -$11.4K 3.74% 7
2024
Q4 		$4.7M Buy
+16,287
New +$4.7M 3.83% 8