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

Adapt 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
Q1 		$2.85M Buy
23,531
+2,481
+12% +$313K 1.03% 24
2025
Q4 		$2.67M Buy
21,050
+1,729
+9% +$215K 0.92% 24
2025
Q3 		$2.32M Buy
+19,321
New +$2.2M 0.86% 27

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adapt Wealth Advisors's IOO Position: Q1 2026 in Review

Adapt Wealth Advisors increased its iShares Global 100 ETF (IOO) stake by 12% in Q1 2026, buying an estimated $313K and bringing the position to 23,531 shares worth $2.85M. The position accounts for 1.03% of the portfolio, ranked #24.

Adapt Wealth Advisors first reported a position in IOO in Q3 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Adapt Wealth Advisors held 23,531 shares of iShares Global 100 ETF worth $2.85M as of Q1 2026.
  • Adapt Wealth Advisors bought 2,481 iShares Global 100 ETF shares in Q1 2026, an estimated $313K.
  • iShares Global 100 ETF made up 1.03% of Adapt Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Adapt Wealth Advisors first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.