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

Ameritas Advisory Services’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 		$8.14M Sell
59,564
-1,794
-3% -$244K 0.16% 124
2026
Q1 		$7.42M Sell
61,358
-4,377
-7% -$552K 0.29% 86
2025
Q4 		$8.33M Sell
65,735
-9,849
-13% -$1.22M 0.31% 77
2025
Q3 		$9.07M Sell
75,584
-23,498
-24% -$2.67M 0.59% 35
2025
Q2 		$10.7M Sell
99,082
-62,403
-39% -$6.19M 0.56% 31
2025
Q1 		$15.9M Sell
161,485
-5,716
-3% -$577K 0.64% 32
2024
Q4 		$16.8M Buy
167,201
+4,999
+3% +$502K 0.58% 36
2024
Q3 		$16.1M Sell
162,202
-713
-0.4% -$68.8K 0.69% 29
2024
Q2 		$15.7M Buy
162,915
+8,388
+5% +$769K 0.59% 33
2024
Q1 		$13.7M Buy
154,527
+54,128
+54% +$4.59M 0.57% 35
2023
Q4 		$8.23M Sell
100,399
-8,176
-8% -$625K 0.45% 50
2023
Q3 		$7.97M Buy
108,575
+84,194
+345% +$6.38M 0.4% 49
2023
Q2 		$1.82M Sell
24,381
-71,449
-75% -$5.22M 0.23% 96
2023
Q1 		$6.85M Buy
95,830
+11,254
+13% +$756K 0.34% 59
2022
Q4 		$5.42M Buy
84,576
+22,874
+37% +$1.47M 0.25% 95
2022
Q3 		$3.67M Buy
61,702
+3,167
+5% +$210K 0.22% 98
2022
Q2 		$3.75M Buy
58,535
+50,434
+623% +$3.5M 0.22% 98
2022
Q1 		$616K Sell
8,101
-14,259
-64% -$1.07M 0.02% 450
2021
Q4 		$1.74M Buy
+22,360
New +$1.69M 0.06% 246

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Ameritas Advisory Services reduced its iShares Global 100 ETF (IOO) stake by 2.9% in Q2 2026, selling an estimated $244K and leaving 59,564 shares worth $8.14M. The position accounts for 0.16% of the portfolio, ranked #124.

Ameritas Advisory Services first reported a position in IOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.8M in Q4 2024. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Ameritas Advisory Services held 59,564 shares of iShares Global 100 ETF worth $8.14M as of Q2 2026.
  • Ameritas Advisory Services sold 1,794 iShares Global 100 ETF shares in Q2 2026, an estimated $244K.
  • iShares Global 100 ETF made up 0.16% of Ameritas Advisory Services's portfolio in Q2 2026, its #124 holding.
  • Ameritas Advisory Services first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's iShares Global 100 ETF position peaked at $16.8M in Q4 2024.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.