Kingswood Wealth 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 | $4.85M | Sell |
44,950
-2,229
| -5% | -$240K | 0.38% | 47 |
|
|
2025
Q1 | $4.56M | Sell |
47,179
-41,861
| -47% | -$4.05M | 0.42% | 43 |
|
|
2024
Q4 | $8.97M | Buy |
89,040
+41,697
| +88% | +$4.2M | 0.67% | 19 |
|
|
2024
Q3 | $4.68M | Buy |
47,343
+4,738
| +11% | +$469K | 0.33% | 67 |
|
|
2024
Q2 | $4.11M | Buy |
42,605
+1,275
| +3% | +$123K | 0.37% | 54 |
|
|
2024
Q1 | $3.7M | Buy |
41,330
+840
| +2% | +$75.1K | 0.43% | 41 |
|
|
2023
Q4 | $3.26M | Buy |
40,490
+33,500
| +479% | +$2.7M | 0.37% | 58 |
|
|
2023
Q3 | $518K | Sell |
6,990
-33,235
| -83% | -$2.46M | 0.09% | 240 |
|
|
2023
Q2 | $3.06M | Buy |
+40,225
| New | +$3.06M | 0.98% | 22 |
|