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 Q2	$898K	Buy	6,155 +1,858	+43%	+$253K	0.36%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackDiamond Wealth Management's IOO Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its iShares Global 100 ETF (IOO) stake by 43% in Q2 2026, buying an estimated $253K and bringing the position to 6,155 shares worth $898K. The position accounts for 0.36% of the portfolio, ranked #64.

BlackDiamond Wealth Management first reported a position in IOO in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

BlackDiamond Wealth Management held 6,155 shares of iShares Global 100 ETF worth $898K as of Q2 2026.
BlackDiamond Wealth Management bought 1,858 iShares Global 100 ETF shares in Q2 2026, an estimated $253K.
iShares Global 100 ETF made up 0.36% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #64 holding.
BlackDiamond Wealth Management first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.