BFS
IOO icon

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
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

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 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 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

Burkett Financial Services's IOO Position: Q2 2026 in Review

Burkett Financial Services held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 23 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Burkett Financial Services first reported a position in IOO in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Burkett Financial Services held 23 shares of iShares Global 100 ETF worth $3.16K as of Q2 2026.
  • Burkett Financial Services left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #224 holding.
  • Burkett Financial Services first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.