SF
OEF icon

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

SWP Financial’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 		$3.36M Buy
11,045
+4,291
+64% +$1.31M 1.85% 16
2025
Q1 		$1.83M Buy
+6,754
New +$1.83M 1.12% 26