IFP Advisors’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 | $330K | Buy |
3,065
+35
| +1% | +$3.77K | 0.01% | 1019 |
|
2025
Q1 | $292K | Buy |
3,030
+69
| +2% | +$6.64K | 0.01% | 990 |
|
2024
Q4 | $298K | Buy |
2,961
+1
| +0% | +$101 | 0.01% | 945 |
|
2024
Q3 | $294K | Hold |
2,960
| – | – | 0.01% | 913 |
|
2024
Q2 | $286K | Hold |
2,960
| – | – | 0.01% | 861 |
|
2024
Q1 | $265K | Sell |
2,960
-70
| -2% | -$6.26K | 0.01% | 864 |
|
2023
Q4 | $244K | Sell |
3,030
-29
| -0.9% | -$2.34K | 0.01% | 860 |
|
2023
Q3 | $224K | Sell |
3,059
-607
| -17% | -$44.5K | 0.01% | 918 |
|
2023
Q2 | $279K | Buy |
3,666
+2
| +0.1% | +$152 | 0.01% | 864 |
|
2023
Q1 | $172K | Sell |
3,664
-1,145
| -24% | -$53.8K | 0.01% | 1003 |
|
2022
Q4 | $231K | Sell |
4,809
-2,884
| -37% | -$139K | 0.01% | 1287 |
|
2022
Q3 | $366K | Buy |
7,693
+72
| +0.9% | +$3.43K | 0.01% | 1077 |
|
2022
Q2 | $363K | Hold |
7,621
| – | – | 0.01% | 988 |
|
2022
Q1 | $363K | Buy |
7,621
+4,549
| +148% | +$217K | 0.01% | 988 |
|
2021
Q4 | $242K | Buy |
3,072
+1
| +0% | +$79 | ﹤0.01% | 853 |
|
2021
Q3 | $217K | Buy |
3,071
+1,052
| +52% | +$74.3K | ﹤0.01% | 883 |
|
2021
Q2 | $143K | Buy |
2,019
+756
| +60% | +$53.5K | ﹤0.01% | 1067 |
|
2021
Q1 | $84K | Buy |
1,263
+369
| +41% | +$24.5K | ﹤0.01% | 1240 |
|
2020
Q4 | $56K | Hold |
894
| – | – | ﹤0.01% | 1396 |
|
2020
Q3 | $50K | Hold |
894
| – | – | ﹤0.01% | 1292 |
|
2020
Q2 | $46K | Hold |
894
| – | – | ﹤0.01% | 1254 |
|
2020
Q1 | $40K | Hold |
894
| – | – | ﹤0.01% | 1219 |
|
2019
Q4 | $49K | Hold |
894
| – | – | ﹤0.01% | 1258 |
|
2019
Q3 | $44K | Buy |
+894
| New | +$44K | ﹤0.01% | 1427 |
|
2019
Q1 | $43K | Sell |
894
-2,122
| -70% | -$102K | 0.01% | 1029 |
|
2018
Q4 | $127K | Sell |
3,016
-439
| -13% | -$18.5K | 0.01% | 1066 |
|
2018
Q3 | $169K | Sell |
3,455
-2,333
| -40% | -$114K | 0.01% | 1165 |
|
2018
Q2 | $265K | Buy |
5,788
+1,888
| +48% | +$86.4K | 0.01% | 922 |
|
2018
Q1 | $181K | Hold |
3,900
| – | – | 0.01% | 1035 |
|
2017
Q4 | $181K | Buy |
3,900
+762
| +24% | +$35.4K | 0.01% | 1034 |
|
2017
Q3 | $138K | Sell |
3,138
-684
| -18% | -$30.1K | 0.01% | 1354 |
|
2017
Q2 | $161K | Buy |
3,822
+6
| +0.2% | +$253 | 0.01% | 1245 |
|
2017
Q1 | $156K | Sell |
3,816
-1,188
| -24% | -$48.6K | 0.01% | 1241 |
|
2016
Q4 | $192K | Buy |
5,004
+1,314
| +36% | +$50.4K | 0.01% | 1076 |
|
2016
Q3 | $138K | Hold |
3,690
| – | – | 0.01% | 1179 |
|
2016
Q2 | $132K | Buy |
3,690
+1,902
| +106% | +$68K | 0.01% | 1182 |
|
2016
Q1 | $43K | Sell |
1,788
-2,888
| -62% | -$69.5K | 0.01% | 1029 |
|
2015
Q4 | $170K | Buy |
+4,676
| New | +$170K | 0.01% | 908 |
|