1WA
180 Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
43,120
-953
| -2% | -$103K | 0.65% | 34 |
|
|
2025
Q1 | $4.24M | Sell |
44,073
-1,613
| -4% | -$155K | 0.68% | 33 |
|
|
2024
Q4 | $4.6M | Sell |
45,686
-595
| -1% | -$60K | 0.72% | 25 |
|
|
2024
Q3 | $4.59M | Sell |
46,281
-1,168
| -2% | -$116K | 0.72% | 27 |
|
|
2024
Q2 | $4.71M | Sell |
47,449
-1,370
| -3% | -$136K | 0.77% | 24 |
|
|
2024
Q1 | $4.36M | Sell |
48,819
-1,301
| -3% | -$116K | 0.78% | 23 |
|
|
2023
Q4 | $4M | Sell |
50,120
-1,970
| -4% | -$157K | 0.8% | 25 |
|
|
2023
Q3 | $3.82M | Sell |
52,090
-1,761
| -3% | -$129K | 0.86% | 23 |
|
|
2023
Q2 | $4.09M | Sell |
53,851
-2,452
| -4% | -$186K | 0.9% | 22 |
|
|
2023
Q1 | $3.94M | Sell |
56,303
-629
| -1% | -$44.1K | 0.92% | 21 |
|
|
2022
Q4 | $3.87M | Sell |
56,932
-592
| -1% | -$40.3K | 0.91% | 20 |
|
|
2022
Q3 | $3.42M | Sell |
57,524
-1,355
| -2% | -$80.7K | 0.94% | 19 |
|
|
2022
Q2 | $3.8M | Sell |
58,879
-801
| -1% | -$51.8K | 0.97% | 16 |
|
|
2022
Q1 | $4.45M | Sell |
59,680
-591
| -1% | -$44.1K | 0.97% | 19 |
|
|
2021
Q4 | $4.46M | Sell |
60,271
-1,083
| -2% | -$80.1K | 1% | 16 |
|
|
2021
Q3 | $4.53M | Sell |
61,354
-744
| -1% | -$54.9K | 1% | 18 |
|
|
2021
Q2 | $4.56M | Sell |
62,098
-319
| -0.5% | -$23.4K | 1.04% | 16 |
|
|
2021
Q1 | $4.34M | Sell |
62,417
-2,292
| -4% | -$159K | 1.07% | 15 |
|
|
2020
Q4 | $4.11M | Sell |
64,709
-1,382
| -2% | -$87.7K | 1.19% | 13 |
|
|
2020
Q3 | $3.79M | Sell |
66,091
-2,946
| -4% | -$169K | 1.42% | 12 |
|
|
2020
Q2 | $3.8M | Buy |
69,037
+3,862
| +6% | +$213K | 1.51% | 11 |
|
|
2020
Q1 | $2.87M | Buy |
65,175
+5,966
| +10% | +$263K | 1.49% | 10 |
|
|
2019
Q4 | $3.25M | Buy |
59,209
+1,113
| +2% | +$61.1K | 1.3% | 15 |
|
|
2019
Q3 | $2.88M | Buy |
58,096
+11,099
| +24% | +$550K | 1.27% | 16 |
|
|
2019
Q2 | $2.29M | Buy |
46,997
+3,743
| +9% | +$182K | 1.03% | 18 |
|
|
2019
Q1 | $2.09M | Buy |
43,254
+20,855
| +93% | +$1.01M | 0.95% | 21 |
|
|
2018
Q4 | $1.09M | Hold |
22,399
| – | – | 0.51% | 50 |
|
|
2018
Q3 | $1.09M | Buy |
22,399
+4,744
| +27% | +$231K | 0.51% | 52 |
|
|
2018
Q2 | $809K | Buy |
17,655
+4,318
| +32% | +$198K | 0.4% | 76 |
|
|
2018
Q1 | $1.22M | Sell |
13,337
-1,682
| -11% | -$153K | 0.63% | 49 |
|
|
2017
Q4 | $1.39M | Buy |
+15,019
| New | +$1.39M | 0.71% | 41 |
|