CPIG
IOO icon

Chicago Partners Investment Group’s iShares Global 100 ETF IOO Stock Holding History

Chicago Partners Investment Group’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 		$1.84M Sell
13,452
-150
-1% -$20.4K 0.04% 399
2026
Q1 		$1.81M Buy
13,602
+2,970
+28% +$375K 0.04% 357
2025
Q4 		$1.35M Buy
10,632
+500
+5% +$62.2K 0.03% 382
2025
Q3 		$1.27M Sell
10,132
-40
-0.4% -$4.55K 0.03% 370
2025
Q2 		$1.14M Sell
10,172
-2,268
-18% -$225K 0.03% 362
2025
Q1 		$1.21M Sell
12,440
-566
-4% -$57.2K 0.04% 328
2024
Q4 		$1.32M Sell
13,006
-2,665
-17% -$268K 0.04% 297
2024
Q3 		$1.56M Buy
15,671
+37
+0.2% +$3.57K 0.06% 260
2024
Q2 		$1.47M Sell
15,634
-244
-2% -$22.4K 0.06% 261
2024
Q1 		$1.39M Sell
15,878
-133
-0.8% -$11.3K 0.06% 259
2023
Q4 		$1.33M Sell
16,011
-566
-3% -$43.3K 0.06% 258
2023
Q3 		$1.21M Sell
16,577
-1,044
-6% -$79.1K 0.07% 259
2023
Q2 		$1.34M Sell
17,621
-3,518
-17% -$257K 0.07% 246
2023
Q1 		$1.52M Sell
21,139
-1,092
-5% -$73.3K 0.09% 211
2022
Q4 		$1.54M Sell
22,231
-1,324
-6% -$84.9K 0.09% 205
2022
Q3 		$1.48M Buy
23,555
+293
+1% +$19.4K 0.11% 177
2022
Q2 		$1.61M Buy
23,262
+1,425
+7% +$98.9K 0.12% 165
2022
Q1 		$1.46M Sell
21,837
-1,914
-8% -$143K 0.11% 163
2021
Q4 		$1.78M Buy
23,751
+540
+2% +$40.9K 0.13% 151
2021
Q3 		$1.77M Sell
23,211
-602
-3% -$44.1K 0.12% 152
2021
Q2 		$1.75M Buy
23,813
+871
+4% +$60.7K 0.13% 142
2021
Q1 		$1.6M Buy
22,942
+2,851
+14% +$185K 0.13% 139
2020
Q4 		$1.3M Buy
+20,091
New +$1.19M 0.12% 142

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Chicago Partners Investment Group's IOO Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares Global 100 ETF (IOO) stake by 1.1% in Q2 2026, selling an estimated $20.4K and leaving 13,452 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #399.

Chicago Partners Investment Group first reported a position in IOO in Q4 2020 and has held it in 23 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Chicago Partners Investment Group held 13,452 shares of iShares Global 100 ETF worth $1.84M as of Q2 2026.
  • Chicago Partners Investment Group sold 150 iShares Global 100 ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Global 100 ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #399 holding.
  • Chicago Partners Investment Group first reported a position in iShares Global 100 ETF in Q4 2020 and has held it in 23 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.