LAS
LWM Advisory Services’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
22,030
-3,995
| -15% | -$431K | 1.64% | 15 |
|
|
2025
Q1 | $2.51M | Buy |
26,025
+100
| +0.4% | +$9.63K | 1.74% | 17 |
|
|
2024
Q4 | $2.61M | Buy |
25,925
+1,978
| +8% | +$199K | 1.82% | 16 |
|
|
2024
Q3 | $2.37M | Buy |
23,947
+925
| +4% | +$91.7K | 1.76% | 16 |
|
|
2024
Q2 | $2.22M | Buy |
23,022
+213
| +0.9% | +$20.6K | 1.87% | 15 |
|
|
2024
Q1 | $2.04M | Buy |
22,809
+2,232
| +11% | +$200K | 1.64% | 16 |
|
|
2023
Q4 | $1.66M | Buy |
20,577
+20,019
| +3,588% | +$1.61M | 1.46% | 15 |
|
|
2023
Q3 | $40.9K | Buy |
+558
| New | +$40.9K | 0.04% | 95 |
|