Dogwood Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Dogwood Wealth Management’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137	Hold	1	–	–	﹤0.01%	834
2026 Q1	$121	Hold	1	–	–	﹤0.01%	835
2025 Q4	$127	Sell	1 -1,633	-100%	-$203K	﹤0.01%	705
2025 Q3	$196K	Sell	1,634 -2,059	-56%	-$234K	0.09%	94
2025 Q2	$400K	Sell	3,693 -56,643	-94%	-$5.62M	0.2%	78
2025 Q1	$5.81M	Buy	60,336 +1,311	+2%	+$132K	3.05%	10
2024 Q4	$5.95M	Buy	59,025 +10,469	+22%	+$1.05M	3.15%	10
2024 Q3	$4.81M	Buy	48,556 +951	+2%	+$91.8K	2.77%	10
2024 Q2	$4.6M	Buy	47,605 +44,904	+1,662%	+$4.12M	2.83%	10
2024 Q1	$241K	Sell	2,701 -59	-2%	-$5K	0.16%	71
2023 Q4	$222K	Buy	+2,760	New	+$211K	0.17%	75

Other funds holding IOO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return