BWM
BCS Wealth Management’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Hold |
7,673
| – | – | 0.18% | 113 |
|
|
2025
Q1 | $739K | Hold |
7,673
| – | – | 0.19% | 102 |
|
|
2024
Q4 | $773K | Buy |
+7,673
| New | +$773K | 0.19% | 103 |
|
|
2024
Q2 | – | Sell |
-7,673
| Closed | -$686K | – | 182 |
|
|
2024
Q1 | $686K | Hold |
7,673
| – | – | 0.22% | 100 |
|
|
2023
Q4 | $618K | Hold |
7,673
| – | – | 0.23% | 98 |
|
|
2023
Q3 | $562K | Buy |
+7,673
| New | +$562K | 0.23% | 95 |
|
|
2023
Q2 | – | Sell |
-7,673
| Closed | -$538K | – | 134 |
|
|
2023
Q1 | $538K | Hold |
7,673
| – | – | 0.24% | 79 |
|
|
2022
Q4 | $491K | Hold |
7,673
| – | – | 0.21% | 108 |
|
|
2022
Q3 | $457K | Hold |
7,673
| – | – | 0.22% | 106 |
|
|
2022
Q2 | $492K | Hold |
7,673
| – | – | 0.22% | 97 |
|
|
2022
Q1 | $584K | Hold |
7,673
| – | – | 0.24% | 96 |
|
|
2021
Q4 | $599K | Hold |
7,673
| – | – | 0.22% | 94 |
|
|
2021
Q3 | $546K | Hold |
7,673
| – | – | 0.23% | 89 |
|
|
2021
Q2 | $545K | Hold |
7,673
| – | – | 0.29% | 73 |
|
|
2021
Q1 | $506K | Hold |
7,673
| – | – | 0.24% | 79 |
|
|
2020
Q4 | $483K | Hold |
7,673
| – | – | 0.25% | 76 |
|
|
2020
Q3 | $432K | Hold |
7,673
| – | – | 0.24% | 75 |
|
|
2020
Q2 | $405K | Hold |
7,673
| – | – | 0.24% | 78 |
|
|
2020
Q1 | $343K | Sell |
7,673
-455
| -6% | -$20.3K | 0.24% | 78 |
|
|
2019
Q4 | $438K | Buy |
+8,128
| New | +$438K | 0.29% | 59 |
|