Phillips Financial 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 | $47.3K | Hold |
439
| – | – | ﹤0.01% | 226 |
|
|
2025
Q1 | $42.3K | Sell |
439
-142
| -24% | -$13.7K | ﹤0.01% | 220 |
|
|
2024
Q4 | $58.5K | Sell |
581
-462
| -44% | -$46.6K | ﹤0.01% | 207 |
|
|
2024
Q3 | $103K | Hold |
1,043
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $101K | Hold |
1,043
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $93.3K | Sell |
1,043
-139
| -12% | -$12.4K | 0.01% | 199 |
|
|
2023
Q4 | $95.2K | Sell |
1,182
-154
| -12% | -$12.4K | 0.01% | 181 |
|
|
2023
Q3 | $97.8K | Sell |
1,336
-85
| -6% | -$6.23K | 0.01% | 176 |
|
|
2023
Q2 | $108K | Sell |
1,421
-88
| -6% | -$6.69K | 0.01% | 176 |
|
|
2023
Q1 | $106K | Sell |
1,509
-16
| -1% | -$1.12K | 0.01% | 179 |
|
|
2022
Q4 | $97.7K | Hold |
1,525
| – | – | 0.01% | 167 |
|
|
2022
Q3 | $91K | Buy |
+1,525
| New | +$91K | 0.01% | 163 |
|