DWM
Dogwood 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 | $400K | Sell |
3,693
-56,643
| -94% | -$6.14M | 0.2% | 78 |
|
|
2025
Q1 | $5.81M | Buy |
60,336
+1,311
| +2% | +$126K | 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% | +$94.3K | 2.77% | 10 |
|
|
2024
Q2 | $4.6M | Buy |
47,605
+44,904
| +1,662% | +$4.34M | 2.83% | 10 |
|
|
2024
Q1 | $241K | Sell |
2,701
-59
| -2% | -$5.28K | 0.16% | 71 |
|
|
2023
Q4 | $222K | Buy |
+2,760
| New | +$222K | 0.17% | 75 |
|