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Buck Wealth Strategies’s iShares Global 100 ETF IOO Stock Holding History

Buck Wealth Strategies’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 		$191K Buy
+1,400
New +$190K 0.02% 215

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Buck Wealth Strategies's IOO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,400 shares worth $191K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings.

245 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Buck Wealth Strategies held 1,400 shares of iShares Global 100 ETF worth $191K as of Q2 2026.
  • iShares Global 100 ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Global 100 ETF made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #215 holding.
  • 245 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.