Romano Brothers & Co’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
Q3
$423K Hold
2025
Q2
$387K Hold
2025
Q1
$344K Hold
2024
Q4
$367K Hold
2024
Q3
$351K Sell
2024
Q2
$338K Hold
2024
Q1
$317K Hold
2023
Q4
$286K Hold
2023
Q3
$257K Hold
2023
Q2
$265K Hold
2023
Q1
$239K Sell
2022
Q4
$240K Sell
2022
Q3
$245K Buy