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Unique Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Unique Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$837K Sell
2,751
-15,223
-85% -$4.63M 0.14% 88
2025
Q1 		$4.87M Buy
17,974
+16,006
+813% +$4.33M 0.92% 28
2024
Q4 		$568K Buy
+1,968
New +$568K 0.12% 84