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

Arkadios 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
Q1 		$842K Sell
6,959
-6
-0.1% -$757 0.01% 874
2025
Q4 		$882K Buy
6,965
+445
+7% +$55.3K 0.02% 752
2025
Q3 		$782K Hold
6,520
– – 0.02% 744
2025
Q2 		$703K Buy
+6,520
New +$647K 0.02% 720

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's IOO Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares Global 100 ETF (IOO) stake by 0.09% in Q1 2026, selling an estimated $757 and leaving 6,959 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #874.

Arkadios Wealth Advisors first reported a position in IOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $882K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Arkadios Wealth Advisors held 6,959 shares of iShares Global 100 ETF worth $842K as of Q1 2026.
  • Arkadios Wealth Advisors sold 6 iShares Global 100 ETF shares in Q1 2026, an estimated $757.
  • iShares Global 100 ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #874 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Global 100 ETF in Q2 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's iShares Global 100 ETF position peaked at $882K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.