Amplius Wealth Advisors
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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
Q3 		$43M Sell
298,796
-7,096
-2% -$1.01M 2.95% 6
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% -$10M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Amplius Wealth Advisors's IOO Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares Global 100 ETF (IOO) stake by 2.3% in Q3 2026, selling an estimated $1.01M and leaving 298,796 shares worth $43M. The position accounts for 2.95% of the portfolio, ranked #6.

Amplius Wealth Advisors first reported a position in IOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $120M in Q2 2025. 116 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Amplius Wealth Advisors held 298,796 shares of iShares Global 100 ETF worth $43M as of Q3 2026.
  • Amplius Wealth Advisors sold 7,096 iShares Global 100 ETF shares in Q3 2026, an estimated $1.01M.
  • iShares Global 100 ETF made up 2.95% of Amplius Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Amplius Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's iShares Global 100 ETF position peaked at $120M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.