Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.12M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $940K | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $11.3M | Sell |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $948K | Hold |
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|
2021
Q2 | $942K | Sell |
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|
2021
Q1 | $872K | Buy |
|