Number of Shares
45,078.00
Current Holdings Value*
$13.72 Mil
% of Portfolio
3.96%
Total Estimate Gain
$3.51 Mil
% of Total Estimate Gain
21.00%

Cardinal Strategic Wealth Guidance's iShares S&P 100 ETF Holding Summary

As of 2025-06-30, Cardinal Strategic Wealth Guidance held 45,078.00 shares of iShares S&P 100 ETF(OEF), totaling $13.72 Mil. This investment constitutes 3.96% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.07% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2022Q4. And since then Cardinal Strategic Wealth Guidance has made 5 purchases of OEF, at an average price of $227.25, for a total of 73,465.00 shares. In addition, there have been 4 sales at an average price of $219.45 for 28,387.00 shares. Based on historical transaction data and OEF's current price of $309.94, Cardinal Strategic Wealth Guidance's estimated gain on his OEF holdings is $3.51 Mil, reflecting a 21.00% gain to date.

Cardinal Strategic Wealth Guidance OEF ($309.94) Holding Chart

Cardinal Strategic Wealth Guidance OEF ($309.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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