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Aprio Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Aprio Wealth Management’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 		$531K Buy
3,890
+2
+0.1% +$272 0.03% 367
2026
Q1 		$470K Buy
3,888
+88
+2% +$11.1K 0.03% 372
2025
Q4 		$481K Buy
+3,800
New +$472K 0.03% 325

Other funds holding IOO

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Aprio Wealth Management's IOO Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares Global 100 ETF (IOO) stake by 0.05% in Q2 2026, buying an estimated $272 and bringing the position to 3,890 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #367.

Aprio Wealth Management first reported a position in IOO in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Aprio Wealth Management held 3,890 shares of iShares Global 100 ETF worth $531K as of Q2 2026.
  • Aprio Wealth Management bought 2 iShares Global 100 ETF shares in Q2 2026, an estimated $272.
  • iShares Global 100 ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Aprio Wealth Management first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.