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Atwood & Palmer’s iShares Global 100 ETF IOO Stock Holding History

Atwood & Palmer’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
2025
Q3 		– Sell
-110
Closed -$11.9K – 513
2025
Q2 		$11.9K Hold
110
– – ﹤0.01% 373
2025
Q1 		$10.6K Hold
110
– – ﹤0.01% 327
2024
Q4 		$11.1K Hold
110
– – ﹤0.01% 333
2024
Q3 		$10.9K Hold
110
– – ﹤0.01% 330
2024
Q2 		$10.6K Buy
+110
New +$10.1K ﹤0.01% 334

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atwood & Palmer's IOO Position: Q3 2025 in Review

Atwood & Palmer sold out of iShares Global 100 ETF (IOO) in Q3 2025, closing a stake of 110 shares — an estimated $11.9K sold.

Atwood & Palmer first reported a position in IOO in Q2 2024 and held it in 5 quarters. The position peaked at $11.9K in Q2 2025. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Atwood & Palmer reported no remaining iShares Global 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 110 iShares Global 100 ETF shares in Q3 2025, an estimated $11.9K.
  • Atwood & Palmer first reported a position in iShares Global 100 ETF in Q2 2024 and held it in 5 quarters.
  • Atwood & Palmer's iShares Global 100 ETF position peaked at $11.9K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.