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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

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

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. 378 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.
  • 378 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.