Colton Groome Financial Advisors’s iShares Global 100 ETF IOO Stock Holding History

Colton Groome Financial 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 Q3	$202K	Buy	+1,400	New	+$199K	0.05%	159

Other funds holding IOO

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Colton Groome Financial Advisors's IOO Position: Q3 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Global 100 ETF (IOO) in Q3 2026: 1,400 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

14 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Colton Groome Financial Advisors held 1,400 shares of iShares Global 100 ETF worth $202K as of Q3 2026.
iShares Global 100 ETF was a new Colton Groome Financial Advisors position in Q3 2026.
iShares Global 100 ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #159 holding.
14 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.