AE Wealth Management’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1K | Hold |
372
| – | – | ﹤0.01% | 1640 |
|
|
2025
Q1 | $35.8K | Hold |
372
| – | – | ﹤0.01% | 1633 |
|
|
2024
Q4 | $37.5K | Buy |
+372
| New | +$37.5K | ﹤0.01% | 1608 |
|
|
2024
Q1 | – | Sell |
-28,701
| Closed | -$2.39M | – | 1567 |
|
|
2023
Q4 | $2.39M | Buy |
+28,701
| New | +$2.39M | 0.01% | 844 |
|
|
2021
Q3 | – | Sell |
-31,338
| Closed | -$2.23M | – | 1647 |
|
|
2021
Q2 | $2.23M | Buy |
+31,338
| New | +$2.23M | 0.02% | 607 |
|