Avestar Capital’s iShares Global 100 ETF IOO Stock Holding History

Avestar Capital’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	$209K	Buy	+1,532	New	+$208K	0.01%	515

Other funds holding IOO

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

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Avestar Capital's IOO Position: Q2 2026 in Review

Avestar Capital opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,532 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

168 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Avestar Capital held 1,532 shares of iShares Global 100 ETF worth $209K as of Q2 2026.
iShares Global 100 ETF was a new Avestar Capital position in Q2 2026.
iShares Global 100 ETF made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #515 holding.
168 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.