LWM Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

LWM Advisory Services’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.38M	Sell
2025 Q1	$2.51M	Buy
2024 Q4	$2.61M	Buy
2024 Q3	$2.37M	Buy
2024 Q2	$2.22M	Buy
2024 Q1	$2.04M	Buy
2023 Q4	$1.66M	Buy
2023 Q3	$40.9K	Buy