Wealth Enhancement Advisory Services’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
Q2
$6.75M Sell
2025
Q1
$9.68M Sell
2024
Q4
$11.3M Buy
2024
Q3
$8.92M Buy
2024
Q2
$8.41M Sell
2024
Q1
$8.35M Buy
2023
Q4
$7.23M Buy
2023
Q3
$1.43M Buy
2023
Q2
$319K Hold
2023
Q1
$288K Buy