Amplius Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
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|
2025
Q1 | $111M | Buy |
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|
2024
Q4 | $105M | Buy |
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|
2024
Q3 | $90.9M | Buy |
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|
2024
Q2 | $87.4M | Buy |
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|
2024
Q1 | $80.6M | Buy |
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|
2023
Q4 | $58.3M | Buy |
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|
2023
Q3 | $42.6M | Buy |
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|
2023
Q2 | $42.6M | Buy |
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|
2023
Q1 | $39M | Buy |
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|
2022
Q4 | $34.5M | Sell |
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|
2022
Q3 | $46.6M | Sell |
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|
2022
Q2 | $56.3M | Sell |
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|
2022
Q1 | $77.7M | Sell |
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|
2021
Q4 | $81.6M | Buy |
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