Wealth Architects’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
900
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $244K | Hold |
900
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $260K | Hold |
900
| – | – | 0.03% | 181 |
|
|
2024
Q3 | $249K | Hold |
900
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $238K | Hold |
900
| – | – | 0.03% | 182 |
|
|
2024
Q1 | $223K | Hold |
900
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $201K | Buy |
+900
| New | +$201K | 0.03% | 193 |
|