AF
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Affiance Financial’s iShares Global 100 ETF IOO Stock Holding History

Affiance Financial’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 		$264K Sell
1,929
-23
-1% -$3.13K 0.04% 97
2026
Q1 		$236K Hold
1,952
– – 0.04% 101
2025
Q4 		$247K Sell
1,952
-115
-6% -$14.3K 0.04% 95
2025
Q3 		$248K Sell
2,067
-36
-2% -$4.1K 0.05% 96
2025
Q2 		$227K Sell
2,103
-101
-5% -$10K 0.05% 96
2025
Q1 		$212K Hold
2,204
– – 0.05% 99
2024
Q4 		$222K Hold
2,204
– – 0.05% 100
2024
Q3 		$219K Sell
2,204
-68
-3% -$6.57K 0.05% 96
2024
Q2 		$219K Sell
2,272
-169
-7% -$15.5K 0.06% 93
2024
Q1 		$218K Buy
+2,441
New +$207K 0.06% 91
2023
Q3 		– Sell
-2,775
Closed -$211K – 93
2023
Q2 		$211K Buy
+2,775
New +$203K 0.1% 98
2023
Q1 		– Sell
-2,988
Closed -$191K – 244
2022
Q4 		$191K Buy
2,988
+1,640
+122% +$105K 0.08% 99
2022
Q3 		$80K Hold
1,348
– – 0.05% 88
2022
Q2 		$86K Hold
1,348
– – 0.05% 90
2022
Q1 		$103K Hold
1,348
– – 0.05% 102
2021
Q4 		$105K Hold
1,348
– – 0.04% 116
2021
Q3 		$96K Hold
1,348
– – 0.04% 119
2021
Q2 		$96K Hold
1,348
– – 0.04% 122
2021
Q1 		$89K Hold
1,348
– – 0.04% 120
2020
Q4 		$85K Hold
1,348
– – 0.04% 109
2020
Q3 		$76K Hold
1,348
– – 0.04% 108
2020
Q2 		$71K Hold
1,348
– – 0.04% 104
2020
Q1 		$60K Hold
1,348
– – 0.04% 96
2019
Q4 		$73K Buy
+1,348
New +$69.4K 0.04% 109

Other funds holding IOO

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Affiance Financial's IOO Position: Q2 2026 in Review

Affiance Financial reduced its iShares Global 100 ETF (IOO) stake by 1.2% in Q2 2026, selling an estimated $3.13K and leaving 1,929 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #97.

Affiance Financial first reported a position in IOO in Q4 2019 and has held it in 24 quarters since. 175 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Affiance Financial held 1,929 shares of iShares Global 100 ETF worth $264K as of Q2 2026.
  • Affiance Financial sold 23 iShares Global 100 ETF shares in Q2 2026, an estimated $3.13K.
  • iShares Global 100 ETF made up 0.04% of Affiance Financial's portfolio in Q2 2026, its #97 holding.
  • Affiance Financial first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 24 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.