Walled Lake Planning & Wealth Management’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 | $740K | Sell |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $788K | Buy |
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|
2024
Q3 | $721K | Buy |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $40K | Buy |
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|
2021
Q2 | $9K | Buy |
|