Whelan Financial’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
Q3
$4.49M Sell
2025
Q2
$4.04M Sell
2025
Q1
$4.39M Sell
2024
Q4
$4.59M Buy
2024
Q3
$4.41M Buy
2024
Q2
$4.12M Buy
2024
Q1
$3.69M Buy
2023
Q4
$3.17M Buy
2023
Q3
$2.44M Buy
2023
Q2
$2.05M Buy
2023
Q1
$1.51M Buy
2022
Q4
$1.12M Buy
2022
Q3
$295K Buy