Center for Financial Planning’s iShares Global 100 ETF IOO Stock Holding History

Center for Financial Planning’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	$55.2K	Hold	404	–	–	0.01%	304
2026 Q1	$48.9K	Hold	404	–	–	0.01%	307
2025 Q4	$51.2K	Hold	404	–	–	0.01%	293
2025 Q3	$48.5K	Hold	404	–	–	0.01%	310
2025 Q2	$43.6K	Hold	404	–	–	0.01%	311
2025 Q1	$38.9K	Hold	404	–	–	0.01%	306
2024 Q4	$40.7K	Hold	404	–	–	0.01%	290
2024 Q3	$40.1K	Hold	404	–	–	0.01%	279
2024 Q2	$39K	Hold	404	–	–	0.01%	264
2024 Q1	$36.1K	Hold	404	–	–	0.01%	276
2023 Q4	$32.5K	Hold	404	–	–	0.01%	266
2023 Q3	$29.6K	Hold	404	–	–	0.01%	267
2023 Q2	$30.7K	Buy	+404	New	+$29.5K	0.01%	280

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

Center for Financial Planning's IOO Position: Q2 2026 in Review

Center for Financial Planning held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 404 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #304.

Center for Financial Planning first reported a position in IOO in Q2 2023 and has held it in 13 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Center for Financial Planning held 404 shares of iShares Global 100 ETF worth $55.2K as of Q2 2026.
Center for Financial Planning left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #304 holding.
Center for Financial Planning first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 13 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.