Strategic Wealth Partners’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
$1.05M Buy
2025
Q2
$95.3K Buy
2019
Q4
Sell
2019
Q3
$29 Hold
2019
Q2
$29K Hold
2019
Q1
$29K Hold
2018
Q4
$26K Hold
2018
Q3
$30K Hold
2018
Q2
$28K Sell
2018
Q1
$32K Sell
2017
Q4
$311K Buy