Ownership history in Certified Advisory Corp · 15 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in ISHARES TR S&P GLOBAL 100 INDEXFD (IOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 101,543 | +2,115 | +2.1% | 1.17% | $12.9M | $126.67 |
| 2025 Q3 | ADDED | 99,428 | +3,063 | +3.2% | 1.13% | $11.9M | $119.58 |
| 2025 Q2 | ADDED | 96,365 | +3,575 | +3.9% | 1.08% | $10.4M | $107.43 |
| 2025 Q1 | ADDED | 92,790 | +7,419 | +8.7% | 1.01% | $8.9M | $95.29 |
| 2024 Q4 | ADDED | 85,371 | +1,430 | +1.7% | 0.93% | $8.6M | $99.72 |
| 2024 Q3 | ADDED | 83,941 | +2,321 | +2.8% | 0.92% | $8.3M | $97.72 |
| 2024 Q2 | ADDED | 81,620 | +8,141 | +11.1% | 0.99% | $7.9M | $95.18 |
| 2024 Q1 | ADDED | 73,479 | +1,883 | +2.6% | 0.92% | $6.6M | $87.51 |
| 2023 Q4 | ADDED | 71,596 | +3,398 | +5.0% | 0.87% | $5.8M | $78.81 |
| 2023 Q3 | ADDED | 68,198 | +5,256 | +8.4% | 0.92% | $5.0M | $71.29 |
As of 2025 Q4 — sorted by position size