Whelan Financial’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 | $4.04M | Sell |
37,471
-8,096
| -18% | -$873K | 1.46% | 12 |
|
|
2025
Q1 | $4.39M | Sell |
45,567
-15
| -0% | -$1.44K | 1.71% | 10 |
|
|
2024
Q4 | $4.59M | Buy |
45,582
+1,096
| +2% | +$110K | 1.81% | 10 |
|
|
2024
Q3 | $4.41M | Buy |
44,486
+1,869
| +4% | +$185K | 1.82% | 10 |
|
|
2024
Q2 | $4.12M | Buy |
42,617
+1,352
| +3% | +$131K | 1.84% | 10 |
|
|
2024
Q1 | $3.69M | Buy |
41,265
+1,916
| +5% | +$171K | 1.68% | 9 |
|
|
2023
Q4 | $3.17M | Buy |
39,349
+6,052
| +18% | +$487K | 1.48% | 10 |
|
|
2023
Q3 | $2.44M | Buy |
33,297
+6,362
| +24% | +$466K | 1.29% | 10 |
|
|
2023
Q2 | $2.05M | Buy |
26,935
+5,423
| +25% | +$412K | 1.07% | 10 |
|
|
2023
Q1 | $1.51M | Buy |
21,512
+3,992
| +23% | +$280K | 0.84% | 11 |
|
|
2022
Q4 | $1.12M | Buy |
17,520
+12,566
| +254% | +$805K | 0.68% | 14 |
|
|
2022
Q3 | $295K | Buy |
+4,954
| New | +$295K | 0.2% | 19 |
|