TCV Trust & 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 | $373K | Hold |
|
|||||
|
2025
Q2 | $341K | Buy |
|
|||||
|
2025
Q1 | $261K | Hold |
|
|||||
|
2024
Q4 | $279K | Hold |
|
|||||
|
2024
Q3 | $267K | Hold |
|
|||||
|
2024
Q2 | $255K | Hold |
|
|||||
|
2024
Q1 | $239K | Hold |
|
|||||
|
2023
Q4 | $216K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $201K | Hold |
|
|||||
|
2021
Q4 | $211K | Buy |
|