Evolution Wealth Advisors’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
Q2 | $890K | Hold |
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|
2025
Q1 | $795K | Hold |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $843K | Sell |
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|
2024
Q2 | $845K | Hold |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $659K | Hold |
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|
2023
Q2 | $684K | Hold |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $215K | Buy |
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