Visionary 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 | $2.31M | Buy |
21,389
+1,735
| +9% | +$187K | 0.12% | 177 |
|
2025
Q1 | $1.89M | Sell |
19,654
-781
| -4% | -$75.2K | 0.11% | 180 |
|
2024
Q4 | $2.06M | Sell |
20,435
-84
| -0.4% | -$8.47K | 0.12% | 162 |
|
2024
Q3 | $2.03M | Buy |
20,519
+2,162
| +12% | +$214K | 0.12% | 174 |
|
2024
Q2 | $1.77M | Buy |
18,357
+8,842
| +93% | +$854K | 0.12% | 181 |
|
2024
Q1 | $851K | Buy |
9,515
+325
| +4% | +$29.1K | 0.06% | 249 |
|
2023
Q4 | $740K | Buy |
9,190
+790
| +9% | +$63.6K | 0.05% | 262 |
|
2023
Q3 | $615K | Buy |
8,400
+1,117
| +15% | +$81.8K | 0.05% | 268 |
|
2023
Q2 | $554K | Sell |
7,283
-228
| -3% | -$17.3K | 0.04% | 280 |
|
2023
Q1 | $526K | Buy |
7,511
+23
| +0.3% | +$1.61K | 0.04% | 277 |
|
2022
Q4 | $480K | Buy |
7,488
+283
| +4% | +$18.1K | 0.04% | 246 |
|
2022
Q3 | $429K | Buy |
7,205
+2,310
| +47% | +$138K | 0.04% | 247 |
|
2022
Q2 | $314K | Buy |
4,895
+1,288
| +36% | +$82.6K | 0.03% | 315 |
|
2022
Q1 | $274K | Buy |
3,607
+764
| +27% | +$58K | 0.02% | 352 |
|
2021
Q4 | $222K | Buy |
+2,843
| New | +$222K | 0.02% | 348 |
|