WealthShield Partners’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
$10.3M Buy
2025
Q2
$5.59M Buy
2025
Q1
$2.88M Buy
2024
Q4
$648K Sell
2024
Q3
$634K Sell
2024
Q2
$622K Sell
2024
Q1
$598K Sell
2023
Q4
$3.15M Buy
2023
Q1
Sell
2022
Q4
$1.45M Buy