Carson Wealth (CWM LLC)’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
Q3 | $143K | Hold |
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|
2025
Q2 | $129K | Buy |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $95K | Buy |
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|
2023
Q3 | $61K | Sell |
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|
2023
Q2 | $91K | Sell |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $153K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $98K | Hold |
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|
2020
Q1 | $98K | Hold |
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|
2019
Q4 | $98K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $98K | Hold |
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|
2019
Q1 | $98K | Sell |
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|
2018
Q4 | $89K | Buy |
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