DHK Financial Advisors’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 | $485K | Hold |
4,500
| – | – | 0.28% | 63 |
|
|
2025
Q1 | $433K | Hold |
4,500
| – | – | 0.24% | 67 |
|
|
2024
Q4 | $453K | Hold |
4,500
| – | – | 0.28% | 60 |
|
|
2024
Q3 | $446K | Buy |
4,500
+1,000
| +29% | +$99.2K | 0.27% | 54 |
|
|
2024
Q2 | $338K | Hold |
3,500
| – | – | 0.24% | 63 |
|
|
2024
Q1 | $313K | Hold |
3,500
| – | – | 0.22% | 68 |
|
|
2023
Q4 | $282K | Sell |
3,500
-3,500
| -50% | -$282K | 0.21% | 65 |
|
|
2023
Q3 | $512K | Buy |
7,000
+3,500
| +100% | +$256K | 0.46% | 48 |
|
|
2023
Q2 | $266K | Buy |
+3,500
| New | +$266K | 0.23% | 58 |
|