VERITY Wealth Advisors’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 | $1.04M | Hold |
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|
2025
Q2 | $948K | Hold |
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|
2025
Q1 | $843K | Hold |
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|
2024
Q4 | $900K | Hold |
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|
2024
Q3 | $862K | Hold |
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|
2024
Q2 | $823K | Hold |
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|
2024
Q1 | $771K | Sell |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $625K | Hold |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $657K | Hold |
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|
2022
Q4 | $599K | Hold |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $790K | Hold |
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|
2021
Q4 | $830K | Hold |
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|
2021
Q3 | $748K | Hold |
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|
2021
Q2 | $743K | Hold |
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|
2021
Q1 | $681K | Hold |
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|
2020
Q4 | $650K | Hold |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $540K | Hold |
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|
2020
Q1 | $450K | Hold |
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|
2019
Q4 | $546K | Hold |
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|
2019
Q3 | $498K | Hold |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $472K | Buy |
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|
2018
Q4 | $418K | Buy |
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