Advisory Services Network’s iShares Global 100 ETF IOO Stock Holding History

Advisory Services Network’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	–	Sell	-40	Closed	-$4.84K	–	3416
2026 Q1	$4.84K	Buy	+40	New	+$5.05K	﹤0.01%	3864
2024 Q1	–	Sell	-1,526	Closed	-$123K	–	2547
2023 Q4	$123K	Buy	+1,526	New	+$117K	﹤0.01%	1518
2021 Q3	–	Sell	-72	Closed	-$5K	–	2319
2021 Q2	$5K	Buy	+72	New	+$5.02K	﹤0.01%	3070
2018 Q2	–	Sell	-42	Closed	-$2K	–	2584
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	2378
2017 Q4	$2K	Buy	+42	New	+$1.92K	﹤0.01%	2356
2016 Q3	$4K	Buy	+106	New	+$3.94K	﹤0.01%	1597
2016 Q1	–	Sell	-180	Closed	-$7K	–	1728
2015 Q4	$7K	Hold	180	–	–	﹤0.01%	1030
2015 Q3	$6K	Sell	180 -9,576	-98%	-$351K	﹤0.01%	1065
2015 Q2	$370K	Buy	9,756 +140	+1%	+$5.52K	0.11%	209
2015 Q1	$376K	Hold	9,616	–	–	0.1%	210
2014 Q4	$363K	Sell	9,616 -526	-5%	-$20.2K	0.11%	187
2014 Q3	$393K	Buy	10,142 +26	+0.3%	+$1.02K	0.14%	171
2014 Q2	$398K	Buy	10,116 +148	+1%	+$5.87K	0.17%	141
2014 Q1	$388K	Sell	9,968 -276	-3%	-$10.5K	0.2%	128
2013 Q4	$396K	Buy	+10,244	New	+$384K	0.2%	115

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisory Services Network's IOO Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 40 shares — an estimated $4.84K sold.

Advisory Services Network first reported a position in IOO in Q4 2013 and held it in 15 quarters. The position peaked at $398K in Q2 2014. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Advisory Services Network reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 40 iShares Global 100 ETF shares in Q2 2026, an estimated $4.84K.
Advisory Services Network first reported a position in iShares Global 100 ETF in Q4 2013 and held it in 15 quarters.
Advisory Services Network's iShares Global 100 ETF position peaked at $398K in Q2 2014.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.