TFC Financial 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 | $30K | Hold |
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|
2025
Q2 | $27.4K | Hold |
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|
2025
Q1 | $24.4K | Hold |
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|
2024
Q4 | $26K | Hold |
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|
2024
Q3 | $24.9K | Hold |
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|
2024
Q2 | $23.8K | Hold |
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|
2024
Q1 | $22.3K | Hold |
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|
2023
Q4 | $20.1K | Hold |
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|
2023
Q3 | $18.1K | Hold |
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|
2023
Q2 | $18.6K | Hold |
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|
2023
Q1 | $16.8K | Hold |
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|
2022
Q4 | $15.4K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $14K | Buy |
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