Bill Few Associates
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Bill Few Associates’s iShares Global 100 ETF IOO Stock Holding History

Bill Few Associates’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 		$343K Hold
2,380
– – 0.07% 169
2026
Q2 		$325K Hold
2,380
– – 0.07% 169
2026
Q1 		$288K Buy
2,380
+680
+40% +$85.8K 0.07% 172
2025
Q4 		$215K Hold
1,700
– – 0.05% 190
2025
Q3 		$204K Buy
+1,700
New +$193K 0.05% 197

Other funds holding IOO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Bill Few Associates's IOO Position: Q3 2026 in Review

Bill Few Associates held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 2,380 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #169.

Bill Few Associates first reported a position in IOO in Q3 2025 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Bill Few Associates held 2,380 shares of iShares Global 100 ETF worth $343K as of Q3 2026.
  • Bill Few Associates left its iShares Global 100 ETF share count unchanged in Q3 2026.
  • iShares Global 100 ETF made up 0.07% of Bill Few Associates's portfolio in Q3 2026, its #169 holding.
  • Bill Few Associates first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 5 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.