Welch Group’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 | $250K | Hold |
820
| – | – | 0.01% | 230 |
|
|
2025
Q1 | $221K | Hold |
820
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $238K | Hold |
820
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $227K | Hold |
820
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $217K | Hold |
820
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $203K | Buy |
+820
| New | +$203K | 0.01% | 219 |
|