SFMG Wealth Advisors’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
Q2 | $353K | Buy |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $201K | Buy |
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