Winch 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
Q3
Sell
-3
Closed -$915 511
2025
Q2
$915 Buy
+3
New +$836 ﹤0.01% 452

Other funds holding OEF

Winch Advisory Services's OEF Position: Q3 2025 in Review

Winch Advisory Services sold out of iShares S&P 100 ETF (OEF) in Q3 2025, closing a stake of 3 shares — an estimated $915 sold.

Winch Advisory Services first reported a position in OEF in Q2 2025 and held it in 1 quarter. The position peaked at $915 in Q2 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

  • Winch Advisory Services reported no remaining iShares S&P 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Winch Advisory Services sold 3 iShares S&P 100 ETF shares in Q3 2025, an estimated $915.
  • Winch Advisory Services first reported a position in iShares S&P 100 ETF in Q2 2025 and held it in 1 quarter.
  • Winch Advisory Services's iShares S&P 100 ETF position peaked at $915 in Q2 2025.
  • 1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

Based on Winch Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.