HWM
Howard 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 | $1.38M | Sell |
12,786
-285
| -2% | -$30.7K | 0.7% | 40 |
|
|
2025
Q1 | $1.26M | Buy |
13,071
+79
| +0.6% | +$7.61K | 0.7% | 41 |
|
|
2024
Q4 | $1.31M | Sell |
12,992
-87
| -0.7% | -$8.77K | 0.71% | 41 |
|
|
2024
Q3 | $1.3M | Buy |
13,079
+121
| +0.9% | +$12K | 0.76% | 36 |
|
|
2024
Q2 | $1.25M | Buy |
12,958
+161
| +1% | +$15.5K | 0.99% | 25 |
|
|
2024
Q1 | $1.14M | Buy |
12,797
+181
| +1% | +$16.2K | 0.93% | 26 |
|
|
2023
Q4 | $1.02M | Buy |
12,616
+25
| +0.2% | +$2.01K | 0.85% | 31 |
|
|
2023
Q3 | $922K | Buy |
12,591
+303
| +2% | +$22.2K | 0.85% | 31 |
|
|
2023
Q2 | $935K | Sell |
12,288
-199
| -2% | -$15.1K | 0.81% | 33 |
|
|
2023
Q1 | $875K | Sell |
12,487
-20
| -0.2% | -$1.4K | 0.73% | 40 |
|
|
2022
Q4 | $801K | Sell |
12,507
-225
| -2% | -$14.4K | 0.66% | 45 |
|
|
2022
Q3 | $757K | Buy |
+12,732
| New | +$757K | 0.54% | 50 |
|
|
2022
Q2 | – | Sell |
-12,757
| Closed | -$970K | – | 94 |
|
|
2022
Q1 | $970K | Sell |
12,757
-35
| -0.3% | -$2.66K | 0.53% | 51 |
|
|
2021
Q4 | $997K | Buy |
12,792
+73
| +0.6% | +$5.69K | 0.53% | 52 |
|
|
2021
Q3 | $904K | Hold |
12,719
| – | – | 0.51% | 55 |
|
|
2021
Q2 | $902K | Buy |
12,719
+65
| +0.5% | +$4.61K | 0.5% | 56 |
|
|
2021
Q1 | $835K | Buy |
12,654
+310
| +3% | +$20.5K | 0.49% | 57 |
|
|
2020
Q4 | $776K | Buy |
12,344
+460
| +4% | +$28.9K | 0.48% | 53 |
|
|
2020
Q3 | $669K | Sell |
11,884
-140
| -1% | -$7.88K | 0.48% | 52 |
|
|
2020
Q2 | $634K | Buy |
12,024
+125
| +1% | +$6.59K | 0.52% | 51 |
|
|
2020
Q1 | $531K | Buy |
11,899
+256
| +2% | +$11.4K | 0.56% | 41 |
|
|
2019
Q4 | $628K | Buy |
+11,643
| New | +$628K | 0.52% | 41 |
|