Phillips Financial Management’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.7K | Hold |
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|
2025
Q2 | $47.3K | Hold |
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|
2025
Q1 | $42.3K | Sell |
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|
2024
Q4 | $58.5K | Sell |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $93.3K | Sell |
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|
2023
Q4 | $95.2K | Sell |
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|
2023
Q3 | $97.8K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $97.7K | Hold |
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|
2022
Q3 | $91K | Buy |
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