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Shepherd Financial Partners’s iShares S&P 100 ETF OEF Stock Holding History

Shepherd Financial Partners’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 		$15.1M Buy
49,471
+16,068
+48% +$4.89M 1.59% 18
2025
Q1 		$9.05M Buy
+33,403
New +$9.05M 1.06% 25