Robinson Smith 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 | $1.97M | Hold |
6,479
| – | – | 1.58% | 17 |
|
|
2025
Q1 | $1.75M | Hold |
6,479
| – | – | 1.47% | 17 |
|
|
2024
Q4 | $1.87M | Hold |
6,479
| – | – | 1.59% | 18 |
|
|
2024
Q3 | $1.79M | Hold |
6,479
| – | – | 1.52% | 19 |
|
|
2024
Q2 | $1.71M | Hold |
6,479
| – | – | 1.51% | 18 |
|
|
2024
Q1 | $1.6M | Hold |
6,479
| – | – | 1.54% | 16 |
|
|
2023
Q4 | $1.45M | Buy |
+6,479
| New | +$1.45M | 1.42% | 18 |
|