180 Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

180 Wealth Advisors’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.82M	Sell	49,920 -1,720	-3%	-$234K	0.68%	34
2026 Q1	$6.25M	Buy	51,640 +3,575	+7%	+$451K	0.71%	28
2025 Q4	$6.09M	Buy	48,065 +4,183	+10%	+$520K	0.69%	28
2025 Q3	$5.27M	Buy	43,882 +762	+2%	+$86.7K	0.64%	33
2025 Q2	$4.65M	Sell	43,120 -953	-2%	-$94.6K	0.65%	34
2025 Q1	$4.24M	Sell	44,073 -1,613	-4%	-$163K	0.68%	33
2024 Q4	$4.6M	Sell	45,686 -595	-1%	-$59.7K	0.72%	25
2024 Q3	$4.59M	Sell	46,281 -1,168	-2%	-$113K	0.72%	27
2024 Q2	$4.71M	Sell	47,449 -1,370	-3%	-$126K	0.77%	24
2024 Q1	$4.36M	Sell	48,819 -1,301	-3%	-$110K	0.78%	23
2023 Q4	$4M	Sell	50,120 -1,970	-4%	-$151K	0.8%	25
2023 Q3	$3.82M	Sell	52,090 -1,761	-3%	-$133K	0.86%	23
2023 Q2	$4.09M	Sell	53,851 -2,452	-4%	-$179K	0.9%	22
2023 Q1	$3.94M	Sell	56,303 -629	-1%	-$42.2K	0.92%	21
2022 Q4	$3.87M	Sell	56,932 -592	-1%	-$38K	0.91%	20
2022 Q3	$3.42M	Sell	57,524 -1,355	-2%	-$89.9K	0.94%	19
2022 Q2	$3.8M	Sell	58,879 -801	-1%	-$55.6K	0.97%	16
2022 Q1	$4.45M	Sell	59,680 -591	-1%	-$44.3K	0.97%	19
2021 Q4	$4.46M	Sell	60,271 -1,083	-2%	-$82K	1%	16
2021 Q3	$4.53M	Sell	61,354 -744	-1%	-$54.4K	1%	18
2021 Q2	$4.56M	Sell	62,098 -319	-0.5%	-$22.2K	1.04%	16
2021 Q1	$4.33M	Sell	62,417 -2,292	-4%	-$149K	1.07%	15
2020 Q4	$4.11M	Sell	64,709 -1,382	-2%	-$82.2K	1.19%	13
2020 Q3	$3.79M	Sell	66,091 -2,946	-4%	-$166K	1.42%	12
2020 Q2	$3.8M	Buy	69,037 +3,862	+6%	+$193K	1.51%	11
2020 Q1	$2.87M	Buy	65,175 +5,966	+10%	+$306K	1.49%	10
2019 Q4	$3.25M	Buy	59,209 +1,113	+2%	+$57.3K	1.3%	15
2019 Q3	$2.88M	Buy	58,096 +11,099	+24%	+$541K	1.27%	16
2019 Q2	$2.29M	Buy	46,997 +3,743	+9%	+$181K	1.03%	18
2019 Q1	$2.09M	Buy	43,254 +20,855	+93%	+$949K	0.95%	21
2018 Q4	$1.09M	Hold	22,399	–	–	0.51%	50
2018 Q3	$1.09M	Buy	22,399 +4,744	+27%	+$227K	0.51%	52
2018 Q2	$809K	Sell	17,655 -9,019	-34%	-$420K	0.4%	76
2018 Q1	$1.22M	Sell	26,674 -3,364	-11%	-$158K	0.63%	49
2017 Q4	$1.39M	Buy	+30,038	New	+$1.37M	0.71%	41

Other funds holding IOO

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CKAIS

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

180 Wealth Advisors's IOO Position: Q2 2026 in Review

180 Wealth Advisors reduced its iShares Global 100 ETF (IOO) stake by 3.3% in Q2 2026, selling an estimated $234K and leaving 49,920 shares worth $6.82M. The position accounts for 0.68% of the portfolio, ranked #34.

180 Wealth Advisors first reported a position in IOO in Q4 2017 and has held it in 35 quarters since. 67 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

180 Wealth Advisors held 49,920 shares of iShares Global 100 ETF worth $6.82M as of Q2 2026.
180 Wealth Advisors sold 1,720 iShares Global 100 ETF shares in Q2 2026, an estimated $234K.
iShares Global 100 ETF made up 0.68% of 180 Wealth Advisors's portfolio in Q2 2026, its #34 holding.
180 Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2017 and has held it in 35 quarters since.
67 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.