Christensen King & Associates Investment Services’s iShares Global 100 ETF IOO Stock Holding History

Christensen King & Associates Investment 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	$4.54M	Sell	33,254 -363	-1%	-$49.4K	1.8%	13
2026 Q1	$4.07M	Buy	33,617 +1,548	+5%	+$195K	1.74%	16
2025 Q4	$4.06M	Buy	32,069 +1,668	+5%	+$207K	1.73%	16
2025 Q3	$3.65M	Buy	30,401 +125	+0.4%	+$14.2K	1.57%	16
2025 Q2	$3.26M	Buy	30,276 +344	+1%	+$34.1K	1.5%	18
2025 Q1	$2.99M	Buy	29,932 +1,142	+4%	+$115K	1.42%	18
2024 Q4	$2.97M	Buy	28,790 +617	+2%	+$62K	1.39%	20
2024 Q3	$2.79M	Buy	28,173 +828	+3%	+$80K	1.31%	19
2024 Q2	$2.64M	Buy	27,345 +1,812	+7%	+$166K	1.3%	19
2024 Q1	$2.28M	Buy	25,533 +2,519	+11%	+$214K	1.14%	20
2023 Q4	$1.85M	Buy	+23,014	New	+$1.76M	0.99%	23

Other funds holding IOO

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Christensen King & Associates Investment Services's IOO Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its iShares Global 100 ETF (IOO) stake by 1.1% in Q2 2026, selling an estimated $49.4K and leaving 33,254 shares worth $4.54M. The position accounts for 1.8% of the portfolio, ranked #13.

Christensen King & Associates Investment Services first reported a position in IOO in Q4 2023 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Christensen King & Associates Investment Services held 33,254 shares of iShares Global 100 ETF worth $4.54M as of Q2 2026.
Christensen King & Associates Investment Services sold 363 iShares Global 100 ETF shares in Q2 2026, an estimated $49.4K.
iShares Global 100 ETF made up 1.8% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #13 holding.
Christensen King & Associates Investment Services first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 11 quarters since.
175 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.