Spectrum Wealth Counsel’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
Other funds holding OEF
CAM
IC
Spectrum Wealth Counsel's OEF Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its iShares S&P 100 ETF (OEF) stake by 1.5% in Q1 2025, buying an estimated $62.3K and bringing the position to 14,309 shares worth $3.88M. The position accounts for 0.47% of the portfolio, ranked #52.
Spectrum Wealth Counsel first reported a position in OEF in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.49M in Q2 2024. 891 funds tracked by Wall St. Rank hold OEF as of Q1 2025.
- Spectrum Wealth Counsel held 14,309 shares of iShares S&P 100 ETF worth $3.88M as of Q1 2025.
- Spectrum Wealth Counsel bought 217 iShares S&P 100 ETF shares in Q1 2025, an estimated $62.3K.
- iShares S&P 100 ETF made up 0.47% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #52 holding.
- Spectrum Wealth Counsel first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's iShares S&P 100 ETF position peaked at $6.49M in Q2 2024.
- 891 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.