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

Bright Futures 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 		$1.29M Buy
9,425
+748
+9% +$102K 0.83% 33
2026
Q1 		$1.05M Sell
8,677
-17
-0.2% -$2.14K 0.72% 47
2025
Q4 		$1.1M Buy
8,694
+66
+0.8% +$8.21K 0.82% 46
2025
Q3 		$1.04M Buy
+8,628
New +$982K 0.81% 43
2025
Q1 		$288K Buy
+3,216
New +$325K 0.32% 86

Other funds holding IOO

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

Bright Futures Wealth Management's IOO Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares Global 100 ETF (IOO) stake by 8.6% in Q2 2026, buying an estimated $102K and bringing the position to 9,425 shares worth $1.29M. The position accounts for 0.83% of the portfolio, ranked #33.

Bright Futures Wealth Management first reported a position in IOO in Q1 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Bright Futures Wealth Management held 9,425 shares of iShares Global 100 ETF worth $1.29M as of Q2 2026.
  • Bright Futures Wealth Management bought 748 iShares Global 100 ETF shares in Q2 2026, an estimated $102K.
  • iShares Global 100 ETF made up 0.83% of Bright Futures Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Bright Futures Wealth Management first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.