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Bartlett & Co Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Bartlett & Co Wealth Management’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 		$11.1K Hold
81
– – ﹤0.01% 981
2026
Q1 		$10.9K Sell
81
-120
-60% -$15.1K ﹤0.01% 912
2025
Q4 		$25.5K Buy
+201
New +$25K ﹤0.01% 778

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bartlett & Co Wealth Management's IOO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 81 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Bartlett & Co Wealth Management first reported a position in IOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.5K in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Bartlett & Co Wealth Management held 81 shares of iShares Global 100 ETF worth $11.1K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #981 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's iShares Global 100 ETF position peaked at $25.5K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.