Meridian Wealth Management’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 | $4.16M | Sell |
38,565
-19,926
| -34% | -$2.15M | 0.18% | 117 |
|
|
2025
Q1 | $5.63M | Buy |
58,491
+5,843
| +11% | +$563K | 0.27% | 85 |
|
|
2024
Q4 | $5.31M | Buy |
52,648
+11,595
| +28% | +$1.17M | 0.25% | 87 |
|
|
2024
Q3 | $4.07M | Buy |
+41,053
| New | +$4.07M | 0.2% | 112 |
|
|
2024
Q2 | – | Sell |
-24,972
| Closed | -$2.23M | – | 407 |
|
|
2024
Q1 | $2.23M | Buy |
24,972
+3,421
| +16% | +$306K | 0.37% | 53 |
|
|
2023
Q4 | $1.74M | Buy |
+21,551
| New | +$1.74M | 0.11% | 182 |
|