Waverly 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 | $1.2M | Sell |
11,138
-3,849
| -26% | -$415K | 0.01% | 578 |
|
|
2025
Q1 | $1.44M | Sell |
14,987
-756
| -5% | -$72.8K | 0.02% | 540 |
|
|
2024
Q4 | $1.59M | Buy |
15,743
+13,530
| +611% | +$1.36M | 0.02% | 429 |
|
|
2024
Q3 | $219K | Sell |
2,213
-96
| -4% | -$9.52K | ﹤0.01% | 757 |
|
|
2024
Q2 | $223K | Buy |
+2,309
| New | +$223K | ﹤0.01% | 739 |
|