Amplius Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Amplius Wealth Advisors’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	$41.8M	Sell	305,892 -3,961	-1%	-$539K	3.06%	7
2026 Q1	$37.5M	Sell	309,853 -13,526	-4%	-$1.71M	3.12%	9
2025 Q4	$41M	Sell	323,379 -6,878	-2%	-$855K	3.44%	7
2025 Q3	$39.6M	Sell	330,257 -786,024	-70%	-$89.5M	3.43%	8
2025 Q2	$120M	Sell	1,116,281 -37,731	-3%	-$3.75M	11.19%	1
2025 Q1	$111M	Buy	1,154,012 +110,599	+11%	+$11.2M	11.56%	1
2024 Q4	$105M	Buy	1,043,413 +126,863	+14%	+$12.7M	10.78%	1
2024 Q3	$90.9M	Buy	916,550 +11,760	+1%	+$1.14M	9.92%	1
2024 Q2	$87.4M	Buy	904,790 +3,615	+0.4%	+$331K	9.72%	1
2024 Q1	$80.6M	Buy	901,175 +176,942	+24%	+$15M	9.03%	1
2023 Q4	$58.3M	Buy	724,233 +141,995	+24%	+$10.9M	7.05%	1
2023 Q3	$42.6M	Buy	582,238 +22,393	+4%	+$1.7M	5.72%	3
2023 Q2	$42.6M	Buy	559,845 +2,598	+0.5%	+$190K	5.74%	4
2023 Q1	$39M	Buy	557,247 +18,243	+3%	+$1.23M	5.6%	4
2022 Q4	$34.5M	Sell	539,004 -244,403	-31%	-$15.7M	5.51%	4
2022 Q3	$46.6M	Sell	783,407 -94,667	-11%	-$6.28M	8.34%	1
2022 Q2	$56.3M	Sell	878,074 -143,690	-14%	-$9.97M	9.1%	1
2022 Q1	$77.7M	Sell	1,021,764 -24,440	-2%	-$1.83M	11.95%	1
2021 Q4	$81.6M	Buy	+1,046,204	New	+$79.2M	11.26%	1

Other funds holding IOO

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CKAIS

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Amplius Wealth Advisors's IOO Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares Global 100 ETF (IOO) stake by 1.3% in Q2 2026, selling an estimated $539K and leaving 305,892 shares worth $41.8M. The position accounts for 3.06% of the portfolio, ranked #7.

Amplius Wealth Advisors first reported a position in IOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $120M in Q2 2025. 59 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Amplius Wealth Advisors held 305,892 shares of iShares Global 100 ETF worth $41.8M as of Q2 2026.
Amplius Wealth Advisors sold 3,961 iShares Global 100 ETF shares in Q2 2026, an estimated $539K.
iShares Global 100 ETF made up 3.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Amplius Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Global 100 ETF position peaked at $120M in Q2 2025.
59 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.