Wealthedge Investment Advisors’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
$2.2M Sell
7,244
-76
-1% -$23.1K 0.92% 29
2025
Q1
$1.98M Sell
7,320
-62
-0.8% -$16.8K 0.89% 34
2024
Q4
$2.13M Buy
+7,382
New +$2.13M 0.96% 29