Alteri Wealth’s iShares Global 100 ETF IOO Stock Holding History

Alteri Wealth’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 Q3	$205K	Buy	+1,425	New	+$203K	0.06%	258

Other funds holding IOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Alteri Wealth's IOO Position: Q3 2026 in Review

Alteri Wealth opened a new position in iShares Global 100 ETF (IOO) in Q3 2026: 1,425 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #258 among its holdings.

278 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Alteri Wealth held 1,425 shares of iShares Global 100 ETF worth $205K as of Q3 2026.
iShares Global 100 ETF was a new Alteri Wealth position in Q3 2026.
iShares Global 100 ETF made up 0.06% of Alteri Wealth's portfolio in Q3 2026, its #258 holding.
278 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Alteri Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.