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Scissortail Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Scissortail Wealth Management’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
2022
Q4 		– Sell
-9,857
Closed -$610K – 143
2022
Q3 		$610K Buy
+9,857
New +$654K 0.32% 54
2022
Q2 		– Sell
-10,458
Closed -$743K – 135
2022
Q1 		$743K Buy
+10,458
New +$783K 0.37% 50

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Scissortail Wealth Management's IOO Position: Q4 2022 in Review

Scissortail Wealth Management sold out of iShares Global 100 ETF (IOO) in Q4 2022, closing a stake of 9,857 shares — an estimated $610K sold.

Scissortail Wealth Management first reported a position in IOO in Q1 2022 and held it in 2 quarters. The position peaked at $743K in Q1 2022. 204 funds tracked by Wall St. Rank hold IOO as of Q4 2022.

  • Scissortail Wealth Management reported no remaining iShares Global 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 9,857 iShares Global 100 ETF shares in Q4 2022, an estimated $610K.
  • Scissortail Wealth Management first reported a position in iShares Global 100 ETF in Q1 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's iShares Global 100 ETF position peaked at $743K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2022.

Based on Scissortail Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.