Atria Wealth Solutions’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 | $3.13M | Buy |
29,022
+3,152
| +12% | +$340K | 0.07% | 307 |
|
|
2025
Q1 | $2.49M | Buy |
25,870
+4,865
| +23% | +$468K | 0.03% | 552 |
|
|
2024
Q4 | $2.12M | Sell |
21,005
-9,942
| -32% | -$1M | 0.02% | 620 |
|
|
2024
Q3 | $3.07M | Sell |
30,947
-2,200
| -7% | -$218K | 0.03% | 488 |
|
|
2024
Q2 | $3.2M | Buy |
33,147
+10,423
| +46% | +$1.01M | 0.04% | 465 |
|
|
2024
Q1 | $2.03M | Buy |
22,724
+2,836
| +14% | +$254K | 0.02% | 631 |
|
|
2023
Q4 | $1.6M | Buy |
19,888
+3,822
| +24% | +$308K | 0.02% | 674 |
|
|
2023
Q3 | $1.18M | Buy |
16,066
+4,650
| +41% | +$341K | 0.02% | 737 |
|
|
2023
Q2 | $868K | Sell |
11,416
-491
| -4% | -$37.3K | 0.01% | 901 |
|
|
2023
Q1 | $834K | Sell |
11,907
-209
| -2% | -$14.6K | 0.01% | 866 |
|
|
2022
Q4 | $776K | Sell |
12,116
-1,551
| -11% | -$99.3K | 0.01% | 873 |
|
|
2022
Q3 | $813K | Buy |
13,667
+6,627
| +94% | +$394K | 0.01% | 790 |
|
|
2022
Q2 | $451K | Sell |
7,040
-4,982
| -41% | -$319K | 0.01% | 1002 |
|
|
2022
Q1 | $915K | Buy |
+12,022
| New | +$915K | 0.02% | 774 |
|