Avestar Capital
IOO icon

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
Q3 		– Sell
-1,532
Closed -$209K – 560
2026
Q2 		$209K Buy
+1,532
New +$208K 0.01% 516

Other funds holding IOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Avestar Capital's IOO Position: Q3 2026 in Review

Avestar Capital sold out of iShares Global 100 ETF (IOO) in Q3 2026, closing a stake of 1,532 shares — an estimated $209K sold.

Avestar Capital first reported a position in IOO in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 162 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Avestar Capital reported no remaining iShares Global 100 ETF position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 1,532 iShares Global 100 ETF shares in Q3 2026, an estimated $209K.
  • Avestar Capital first reported a position in iShares Global 100 ETF in Q2 2026 and held it in 1 quarter.
  • Avestar Capital's iShares Global 100 ETF position peaked at $209K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.