BlackDiamond Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

BlackDiamond 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	$520K	Sell	4,297 -710	-14%	-$89.6K	0.25%	91
2025 Q4	$650K	Buy	5,007 +569	+13%	+$70.7K	0.32%	67
2025 Q3	$533K	Buy	4,438 +1,050	+31%	+$120K	0.29%	70
2025 Q2	$364K	Buy	3,388 +986	+41%	+$97.9K	0.21%	92
2025 Q1	$234K	Buy	+2,402	New	+$243K	0.16%	131

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackDiamond Wealth Management's IOO Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 14% in Q1 2026, selling an estimated $89.6K and leaving 4,297 shares worth $520K. The position accounts for 0.25% of the portfolio, ranked #91.

BlackDiamond Wealth Management first reported a position in IOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $650K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

BlackDiamond Wealth Management held 4,297 shares of iShares Global 100 ETF worth $520K as of Q1 2026.
BlackDiamond Wealth Management sold 710 iShares Global 100 ETF shares in Q1 2026, an estimated $89.6K.
iShares Global 100 ETF made up 0.25% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #91 holding.
BlackDiamond Wealth Management first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 5 quarters since.
BlackDiamond Wealth Management's iShares Global 100 ETF position peaked at $650K in Q4 2025.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.