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Archer Investment Corporation’s iShares Global 100 ETF IOO Stock Holding History

Archer Investment Corporation’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-90
Closed -$7.25K – 1074
2023
Q4 		$7.25K Hold
90
– – ﹤0.01% 709
2023
Q3 		$6.59K Hold
90
– – ﹤0.01% 703
2023
Q2 		$6.84K Buy
+90
New +$6.57K ﹤0.01% 686

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archer Investment Corporation's IOO Position: Q1 2024 in Review

Archer Investment Corporation sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 90 shares — an estimated $7.25K sold.

Archer Investment Corporation first reported a position in IOO in Q2 2023 and held it in 3 quarters. The position peaked at $7.25K in Q4 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • Archer Investment Corporation reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 90 iShares Global 100 ETF shares in Q1 2024, an estimated $7.25K.
  • Archer Investment Corporation first reported a position in iShares Global 100 ETF in Q2 2023 and held it in 3 quarters.
  • Archer Investment Corporation's iShares Global 100 ETF position peaked at $7.25K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.