Creative Planning’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 | $1.6M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $3.84M | Buy |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $3.37M | Sell |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.37M | Hold |
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|
2021
Q4 | $3.45M | Hold |
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|
2021
Q3 | $3.15M | Sell |
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|
2021
Q2 | $3.61M | Buy |
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|
2021
Q1 | $2.55M | Sell |
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|
2020
Q4 | $2.55M | Sell |
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|
2020
Q3 | $2.31M | Sell |
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|
2020
Q2 | $2.21M | Sell |
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|
2020
Q1 | $2.92M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $219K | Hold |
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|
2017
Q4 | $222K | Buy |
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|
2017
Q3 | $203K | Hold |
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|
2017
Q2 | $194K | Sell |
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|
2017
Q1 | $215K | Buy |
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|
2016
Q4 | $178K | Buy |
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|
2016
Q3 | $166K | Sell |
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|
2016
Q2 | $167K | Buy |
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|
2016
Q1 | $56K | Hold |
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|
2015
Q4 | $56K | Hold |
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|
2015
Q3 | $54K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $142K | Buy |
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|
2014
Q4 | $64K | Hold |
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|
2014
Q3 | $65K | Buy |
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|
2014
Q2 | $61K | Hold |
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|
2014
Q1 | $60K | Sell |
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|
2013
Q4 | $157K | Buy |
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