Avidian Wealth Enterprises’s iShares Global 100 ETF IOO Stock Holding History

Avidian Wealth Enterprises’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	$3.21M	Buy	+22,312	New	+$3.18M	0.09%	146

Other funds holding IOO

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Avidian Wealth Enterprises's IOO Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in iShares Global 100 ETF (IOO) in Q3 2026: 22,312 shares worth $3.21M. The stake represents 0.09% of the portfolio and ranks #146 among its holdings.

14 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Avidian Wealth Enterprises held 22,312 shares of iShares Global 100 ETF worth $3.21M as of Q3 2026.
iShares Global 100 ETF was a new Avidian Wealth Enterprises position in Q3 2026.
iShares Global 100 ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #146 holding.
14 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.