Tower Wealth Partners’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 | – | Sell |
-118,510
| Closed | -$11.4M | – | 90 |
|
|
2025
Q1 | $11.4M | Sell |
118,510
-11
| -0% | -$1.06K | 6.1% | 7 |
|
|
2024
Q4 | $11.9M | Sell |
118,521
-4,459
| -4% | -$449K | 6.25% | 7 |
|
|
2024
Q3 | $12.2M | Sell |
122,980
-2
| -0% | -$198 | 7.09% | 7 |
|
|
2024
Q2 | $11.9M | Sell |
122,982
-1,238
| -1% | -$120K | 7.33% | 7 |
|
|
2024
Q1 | $11.1M | Buy |
124,220
+745
| +0.6% | +$66.6K | 7.21% | 6 |
|
|
2023
Q4 | $9.94M | Sell |
123,475
-3,363
| -3% | -$271K | 7.02% | 6 |
|
|
2023
Q3 | $9.29M | Buy |
126,838
+1,643
| +1% | +$120K | 7.63% | 6 |
|
|
2023
Q2 | $9.52M | Sell |
125,195
-24,652
| -16% | -$1.88M | 7.63% | 6 |
|
|
2023
Q1 | $10.5M | Buy |
149,847
+1,313
| +0.9% | +$92K | 8.77% | 5 |
|
|
2022
Q4 | $9.51M | Buy |
148,534
+22,776
| +18% | +$1.46M | 8.29% | 4 |
|
|
2022
Q3 | $8.02M | Buy |
125,758
+112,854
| +875% | +$7.2M | 7.61% | 6 |
|
|
2022
Q2 | $827K | Buy |
+12,904
| New | +$827K | 1.1% | 16 |
|