UWM
USAdvisors Wealth Management’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,427
| Closed | -$3.12M | – | 140 |
|
|
2025
Q1 | $3.12M | Sell |
32,427
-5,259
| -14% | -$506K | 1.09% | 28 |
|
|
2024
Q4 | $6.8M | Sell |
37,686
-2,909
| -7% | -$525K | 2.21% | 9 |
|
|
2024
Q3 | $4.01M | Sell |
40,595
-1,646
| -4% | -$163K | 1.4% | 24 |
|
|
2024
Q2 | $4.08M | Sell |
42,241
-4,261
| -9% | -$411K | 1.44% | 23 |
|
|
2024
Q1 | $4.16M | Sell |
46,502
-3,233
| -7% | -$289K | 1.57% | 21 |
|
|
2023
Q4 | $4M | Sell |
49,735
-14,588
| -23% | -$1.17M | 1.66% | 22 |
|
|
2023
Q3 | $4.71M | Buy |
64,323
+5,885
| +10% | +$431K | 2.1% | 16 |
|
|
2023
Q2 | $4.44M | Sell |
58,438
-13,150
| -18% | -$999K | 2.1% | 15 |
|
|
2023
Q1 | $5.02M | Sell |
71,588
-3,696
| -5% | -$259K | 2.39% | 12 |
|
|
2022
Q4 | $4.82M | Buy |
75,284
+6,376
| +9% | +$408K | 2.33% | 13 |
|
|
2022
Q3 | $4.1M | Buy |
68,908
+3,019
| +5% | +$180K | 2.1% | 16 |
|
|
2022
Q2 | $4.22M | Sell |
65,889
-6,918
| -10% | -$443K | 2.12% | 18 |
|
|
2022
Q1 | $5.54M | Sell |
72,807
-7,677
| -10% | -$584K | 2.36% | 14 |
|
|
2021
Q4 | $6.28M | Sell |
80,484
-4,916
| -6% | -$384K | 2.56% | 13 |
|
|
2021
Q3 | $6.08M | Buy |
85,400
+8,569
| +11% | +$610K | 2.63% | 15 |
|
|
2021
Q2 | $5.45M | Buy |
+76,831
| New | +$5.45M | 2.96% | 13 |
|