SFMG Wealth 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 | $353K | Buy |
3,272
+23
| +0.7% | +$2.48K | 0.03% | 190 |
|
|
2025
Q1 | $313K | Sell |
3,249
-100
| -3% | -$9.63K | 0.02% | 194 |
|
|
2024
Q4 | $338K | Buy |
3,349
+114
| +4% | +$11.5K | 0.03% | 186 |
|
|
2024
Q3 | $321K | Hold |
3,235
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $312K | Buy |
3,235
+22
| +0.7% | +$2.13K | 0.03% | 190 |
|
|
2024
Q1 | $287K | Hold |
3,213
| – | – | 0.02% | 201 |
|
|
2023
Q4 | $259K | Buy |
3,213
+17
| +0.5% | +$1.37K | 0.02% | 207 |
|
|
2023
Q3 | $234K | Hold |
3,196
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $243K | Buy |
3,196
+32
| +1% | +$2.43K | 0.03% | 199 |
|
|
2023
Q1 | $222K | Hold |
3,164
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $203K | Buy |
+3,164
| New | +$203K | 0.02% | 230 |
|
|
2022
Q3 | – | Sell |
-3,139
| Closed | -$201K | – | 264 |
|
|
2022
Q2 | $201K | Buy |
3,139
+38
| +1% | +$2.43K | 0.02% | 238 |
|
|
2022
Q1 | $236K | Buy |
3,101
+2
| +0.1% | +$152 | 0.02% | 240 |
|
|
2021
Q4 | $242K | Buy |
3,099
+22
| +0.7% | +$1.72K | 0.02% | 236 |
|
|
2021
Q3 | $219K | Hold |
3,077
| – | – | 0.02% | 227 |
|
|
2021
Q2 | $218K | Buy |
3,077
+27
| +0.9% | +$1.91K | 0.02% | 231 |
|
|
2021
Q1 | $201K | Buy |
+3,050
| New | +$201K | 0.02% | 226 |
|