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Burkett Financial Services’s iShares Global 100 ETF IOO Stock Holding History

Burkett Financial Services’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 		$3.33K Hold
23
– – ﹤0.01% 337
2026
Q2 		$3.16K Hold
23
– – ﹤0.01% 224
2026
Q1 		$2.78K Hold
23
– – ﹤0.01% 207
2025
Q4 		$2.91K Hold
23
– – ﹤0.01% 198
2025
Q3 		$2.76K Buy
+23
New +$2.62K ﹤0.01% 194

Other funds holding IOO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Burkett Financial Services's IOO Position: Q3 2026 in Review

Burkett Financial Services held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 23 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Burkett Financial Services first reported a position in IOO in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Burkett Financial Services held 23 shares of iShares Global 100 ETF worth $3.33K as of Q3 2026.
  • Burkett Financial Services left its iShares Global 100 ETF share count unchanged in Q3 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #337 holding.
  • Burkett Financial Services first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.