SEIA
Signature Estate & Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
17,075
+1,273
| +8% | +$387K | 0.12% | 86 |
|
|
2025
Q1 | $4.28M | Buy |
15,802
+527
| +3% | +$143K | 0.11% | 96 |
|
|
2024
Q4 | $4.41M | Buy |
15,275
+155
| +1% | +$44.8K | 0.11% | 78 |
|
|
2024
Q3 | $4.18M | Buy |
15,120
+294
| +2% | +$81.4K | 0.1% | 78 |
|
|
2024
Q2 | $3.92M | Buy |
+14,826
| New | +$3.92M | 0.1% | 86 |
|