IFP Advisors’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.78K | Buy |
21
+10
| +91% | +$1.87K | ﹤0.01% | 3687 |
|
|
2025
Q4 | $2.04K | Hold |
11
| – | – | ﹤0.01% | 3827 |
|
|
2025
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 3692 |
|
|
2025
Q2 | $1.86K | Hold |
11
| – | – | ﹤0.01% | 3927 |
|
|
2025
Q1 | $1.69K | Hold |
11
| – | – | ﹤0.01% | 3193 |
|
|
2024
Q4 | $1.71K | Buy |
+11
| New | +$1.74K | ﹤0.01% | 3156 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4630 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4402 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4288 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4083 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3931 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3753 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3690 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3614 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3660 |
|
|
2019
Q1 | – | Sell |
-231
| Closed | -$18K | – | 3414 |
|
|
2018
Q4 | $18K | Hold |
231
| – | – | ﹤0.01% | 2201 |
|
|
2018
Q3 | $21K | Sell |
231
-83
| -26% | -$7.49K | ﹤0.01% | 2436 |
|
|
2018
Q2 | $27K | Hold |
314
| – | – | ﹤0.01% | 2298 |
|
|
2018
Q1 | $28K | Hold |
314
| – | – | ﹤0.01% | 2187 |
|
|
2017
Q4 | $28K | Hold |
314
| – | – | ﹤0.01% | 2215 |
|
|
2017
Q3 | $26K | Hold |
314
| – | – | ﹤0.01% | 2435 |
|
|
2017
Q2 | $25K | Hold |
314
| – | – | ﹤0.01% | 2455 |
|
|
2017
Q1 | $24K | Sell |
314
-354
| -53% | -$27K | ﹤0.01% | 2387 |
|
|
2016
Q4 | $49K | Hold |
668
| – | – | ﹤0.01% | 1899 |
|
|
2016
Q3 | $49K | Hold |
668
| – | – | ﹤0.01% | 1831 |
|
|
2016
Q2 | $46K | Buy |
+668
| New | +$46.7K | ﹤0.01% | 1819 |
|
|
2016
Q1 | – | Sell |
-145
| Closed | -$10K | – | 3412 |
|
|
2015
Q4 | $10K | Buy |
+145
| New | +$10.2K | ﹤0.01% | 2593 |
|
Other funds holding URTH
FDCDDQ
NAMI
BS
SMDAM
NPT