Selective Wealth Management’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
2022
Q4
Sell
-178
Closed -$29K 531
2022
Q3
$29K Hold
178
0.01% 374
2022
Q2
$31K Buy
178
+127
+249% +$23.7K 0.01% 400
2022
Q1
$11K Buy
+51
New +$10.5K ﹤0.01% 527

Other funds holding OEF

Selective Wealth Management's OEF Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q4 2022, closing a stake of 178 shares — an estimated $29K sold.

Selective Wealth Management first reported a position in OEF in Q1 2022 and held it in 3 quarters. The position peaked at $31K in Q2 2022. 501 funds tracked by Wall St. Rank hold OEF as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares S&P 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 178 iShares S&P 100 ETF shares in Q4 2022, an estimated $29K.
  • Selective Wealth Management first reported a position in iShares S&P 100 ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's iShares S&P 100 ETF position peaked at $31K in Q2 2022.
  • 501 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.