Powell Investment Advisors’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 | $3.17M | Buy |
29,364
+20,568
| +234% | +$2.22M | 1.19% | 14 |
|
|
2025
Q1 | $847K | Sell |
8,796
-2,296
| -21% | -$221K | 0.42% | 35 |
|
|
2024
Q4 | $1.12M | Buy |
11,092
+45
| +0.4% | +$4.54K | 0.52% | 28 |
|
|
2024
Q3 | $1.1M | Hold |
11,047
| – | – | 0.51% | 30 |
|
|
2024
Q2 | $1.07M | Sell |
11,047
-142
| -1% | -$13.7K | 0.55% | 30 |
|
|
2024
Q1 | $1M | Sell |
11,189
-113
| -1% | -$10.1K | 0.53% | 31 |
|
|
2023
Q4 | $910K | Buy |
11,302
+57
| +0.5% | +$4.59K | 0.5% | 32 |
|
|
2023
Q3 | $824K | Sell |
11,245
-24
| -0.2% | -$1.76K | 0.49% | 36 |
|
|
2023
Q2 | $857K | Buy |
11,269
+442
| +4% | +$33.6K | 0.5% | 34 |
|
|
2023
Q1 | $759K | Buy |
10,827
+23
| +0.2% | +$1.61K | 0.42% | 38 |
|
|
2022
Q4 | $692K | Buy |
10,804
+41
| +0.4% | +$2.63K | 0.4% | 43 |
|
|
2022
Q3 | $641K | Hold |
10,763
| – | – | 0.42% | 36 |
|
|
2022
Q2 | $690K | Buy |
10,763
+48
| +0.4% | +$3.08K | 0.42% | 34 |
|
|
2022
Q1 | $815K | Buy |
10,715
+512
| +5% | +$38.9K | 0.47% | 27 |
|
|
2021
Q4 | $796K | Buy |
10,203
+28
| +0.3% | +$2.18K | 0.45% | 30 |
|
|
2021
Q3 | $724K | Buy |
10,175
+6,295
| +162% | +$448K | 0.45% | 32 |
|
|
2021
Q2 | $275K | Buy |
3,880
+804
| +26% | +$57K | 0.17% | 79 |
|
|
2021
Q1 | $203K | Buy |
3,076
+1,184
| +63% | +$78.1K | 0.13% | 94 |
|
|
2020
Q4 | $119K | Buy |
1,892
+10
| +0.5% | +$629 | 0.09% | 97 |
|
|
2020
Q3 | $106K | Hold |
1,882
| – | – | 0.09% | 98 |
|
|
2020
Q2 | $99K | Buy |
1,882
+13
| +0.7% | +$684 | 0.1% | 101 |
|
|
2020
Q1 | $83K | Hold |
1,869
| – | – | 0.1% | 100 |
|
|
2019
Q4 | $101K | Buy |
+1,869
| New | +$101K | 0.11% | 109 |
|