Americana Partners’s iShares Global 100 ETF IOO Stock Holding History

Americana Partners’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	$286K	Hold	2,094	–	–	0.01%	495
2026 Q1	$253K	Hold	2,094	–	–	0.01%	454
2025 Q4	$265K	Buy	2,094 +1	+0%	+$124	0.01%	419
2025 Q3	$251K	Buy	2,093 +161	+8%	+$18.3K	0.01%	411
2025 Q2	$208K	Buy	+1,932	New	+$192K	0.01%	401
2020 Q1	–	Sell	-1,714	Closed	-$92K	–	300
2019 Q4	$92K	Buy	+1,714	New	+$88.3K	0.05%	154

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

Americana Partners's IOO Position: Q2 2026 in Review

Americana Partners held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 2,094 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #495.

Americana Partners first reported a position in IOO in Q4 2019 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Americana Partners held 2,094 shares of iShares Global 100 ETF worth $286K as of Q2 2026.
Americana Partners left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #495 holding.
Americana Partners first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.