Clearstead Advisors’s iShares Global 100 ETF IOO Stock Holding History

Clearstead Advisors’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	$27.3K	Hold	200	–	–	﹤0.01%	1700
2026 Q1	$24.2K	Hold	200	–	–	﹤0.01%	1409
2025 Q4	$25.3K	Hold	200	–	–	﹤0.01%	1642
2025 Q3	$24K	Hold	200	–	–	﹤0.01%	1560
2025 Q2	$21.6K	Hold	200	–	–	﹤0.01%	1593
2025 Q1	$19.3K	Hold	200	–	–	﹤0.01%	1437
2024 Q4	$20.2K	Hold	200	–	–	﹤0.01%	1386
2024 Q3	$19.8K	Hold	200	–	–	﹤0.01%	1420
2024 Q2	$19.3K	Hold	200	–	–	﹤0.01%	1392
2024 Q1	$18.2K	Hold	200	–	–	﹤0.01%	958
2023 Q4	$16.1K	Hold	200	–	–	﹤0.01%	978
2023 Q3	$14.6K	Hold	200	–	–	﹤0.01%	932
2023 Q2	$15.2K	Sell	200 -78	-28%	-$5.7K	﹤0.01%	930
2023 Q1	$19.5K	Buy	+278	New	+$18.7K	﹤0.01%	859

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

Clearstead Advisors's IOO Position: Q2 2026 in Review

Clearstead Advisors held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 200 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Clearstead Advisors first reported a position in IOO in Q1 2023 and has held it in 14 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Clearstead Advisors held 200 shares of iShares Global 100 ETF worth $27.3K as of Q2 2026.
Clearstead Advisors left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1700 holding.
Clearstead Advisors first reported a position in iShares Global 100 ETF in Q1 2023 and has held it in 14 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.