WealthGarden F.S.’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 | $2.29M | Buy |
7,297
+1,121
| +18% | +$351K | 1.9% | 12 |
|
|
2025
Q1 | $1.67M | Buy |
6,176
+1,511
| +32% | +$409K | 1.61% | 14 |
|
|
2024
Q4 | $1.35M | Buy |
4,665
+97
| +2% | +$28K | 1.26% | 20 |
|
|
2024
Q3 | $1.26M | Buy |
4,568
+55
| +1% | +$15.2K | 1.23% | 26 |
|
|
2024
Q2 | $1.19M | Buy |
+4,513
| New | +$1.19M | 1.26% | 22 |
|