Financial Advocates Investment Management’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 | – | Sell |
-12,620
| Closed | -$1.22M | – | 681 |
|
|
2025
Q1 | $1.22M | Hold |
12,620
| – | – | 0.09% | 240 |
|
|
2024
Q4 | $1.27M | Buy |
12,620
+991
| +9% | +$99.9K | 0.07% | 247 |
|
|
2024
Q3 | $1.15M | Sell |
11,629
-77
| -0.7% | -$7.64K | 0.07% | 280 |
|
|
2024
Q2 | $1.13M | Sell |
11,706
-82
| -0.7% | -$7.92K | 0.07% | 262 |
|
|
2024
Q1 | $1.05M | Buy |
11,788
+2,170
| +23% | +$194K | 0.06% | 297 |
|
|
2023
Q4 | $774K | Buy |
9,618
+5,916
| +160% | +$476K | 0.05% | 337 |
|
|
2023
Q3 | $271K | Buy |
3,702
+234
| +7% | +$17.1K | 0.02% | 552 |
|
|
2023
Q2 | $264K | Buy |
+3,468
| New | +$264K | 0.02% | 555 |
|