Arax Advisory Partners’s iShares Global 100 ETF IOO Stock Holding History

Arax Advisory Partners’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	$60.7K	Sell	444 -8	-2%	-$1.09K	﹤0.01%	3114
2026 Q1	$54.7K	Hold	452	–	–	﹤0.01%	1659
2025 Q4	$57.3K	Buy	+452	New	+$56.2K	﹤0.01%	1540
2025 Q3	–	Sell	-10	Closed	-$45.3K	–	3951
2025 Q2	$45.3K	Hold	10	–	–	﹤0.01%	1285
2025 Q1	$963	Buy	+10	New	+$1.01K	﹤0.01%	2315

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Arax Advisory Partners's IOO Position: Q2 2026 in Review

Arax Advisory Partners reduced its iShares Global 100 ETF (IOO) stake by 1.8% in Q2 2026, selling an estimated $1.09K and leaving 444 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3114.

Arax Advisory Partners first reported a position in IOO in Q1 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Arax Advisory Partners held 444 shares of iShares Global 100 ETF worth $60.7K as of Q2 2026.
Arax Advisory Partners sold 8 iShares Global 100 ETF shares in Q2 2026, an estimated $1.09K.
iShares Global 100 ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3114 holding.
Arax Advisory Partners first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 5 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.