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

Sagespring Wealth Partners’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.32M Sell
27,345
-188,512
-87% -$57.4M 0.18% 70
2025
Q1 		$58.5M Buy
215,857
+208,579
+2,866% +$56.5M 1.48% 17
2024
Q4 		$2.1M Buy
+7,278
New +$2.1M 0.06% 141