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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
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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's IOO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 60% in Q1 2026, selling an estimated $15.1K and leaving 81 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Bartlett & Co Wealth Management first reported a position in IOO in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.5K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Bartlett & Co Wealth Management held 81 shares of iShares Global 100 ETF worth $10.9K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 120 iShares Global 100 ETF shares in Q1 2026, an estimated $15.1K.
  • iShares Global 100 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #912 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's iShares Global 100 ETF position peaked at $25.5K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.