Creative Planning’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.02M | Buy |
16,694
+2,346
| +16% | +$296K | ﹤0.01% | 1888 |
|
|
2025
Q4 | $1.82M | Buy |
14,348
+1,039
| +8% | +$129K | ﹤0.01% | 1799 |
|
|
2025
Q3 | $1.6M | Sell |
13,309
-21
| -0.2% | -$2.39K | ﹤0.01% | 1725 |
|
|
2025
Q2 | $1.44M | Buy |
13,330
+975
| +8% | +$96.8K | ﹤0.01% | 1569 |
|
|
2025
Q1 | $1.19M | Buy |
12,355
+613
| +5% | +$61.9K | ﹤0.01% | 1579 |
|
|
2024
Q4 | $1.18M | Sell |
11,742
-356
| -3% | -$35.7K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $1.2M | Buy |
12,098
+266
| +2% | +$25.7K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $1.14M | Buy |
11,832
+326
| +3% | +$29.9K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $1.03M | Sell |
11,506
-36,159
| -76% | -$3.07M | ﹤0.01% | 1325 |
|
|
2023
Q4 | $3.84M | Buy |
47,665
+498
| +1% | +$38.1K | 0.01% | 650 |
|
|
2023
Q3 | $3.45M | Buy |
47,167
+2,821
| +6% | +$214K | ﹤0.01% | 642 |
|
|
2023
Q2 | $3.37M | Sell |
44,346
-72
| -0.2% | -$5.26K | ﹤0.01% | 641 |
|
|
2023
Q1 | $3.11M | Buy |
44,418
+7
| +0% | +$470 | ﹤0.01% | 633 |
|
|
2022
Q4 | $2.84M | Buy |
44,411
+109
| +0.2% | +$6.99K | ﹤0.01% | 637 |
|
|
2022
Q3 | $2.64M | Sell |
44,302
-1,882
| -4% | -$125K | ﹤0.01% | 607 |
|
|
2022
Q2 | $2.96M | Buy |
46,184
+1,919
| +4% | +$133K | ﹤0.01% | 591 |
|
|
2022
Q1 | $3.37M | Hold |
44,265
| – | – | 0.01% | 565 |
|
|
2021
Q4 | $3.45M | Hold |
44,265
| – | – | 0.01% | 523 |
|
|
2021
Q3 | $3.15M | Sell |
44,265
-6,578
| -13% | -$481K | 0.01% | 552 |
|
|
2021
Q2 | $3.61M | Buy |
50,843
+12,279
| +32% | +$855K | 0.01% | 490 |
|
|
2021
Q1 | $2.55M | Sell |
38,564
-1,987
| -5% | -$129K | 0.01% | 623 |
|
|
2020
Q4 | $2.55M | Sell |
40,551
-567
| -1% | -$33.7K | 0.01% | 577 |
|
|
2020
Q3 | $2.31M | Sell |
41,118
-733
| -2% | -$41.3K | 0.01% | 513 |
|
|
2020
Q2 | $2.21M | Sell |
41,851
-23,453
| -36% | -$1.17M | 0.01% | 467 |
|
|
2020
Q1 | $2.92M | Buy |
+65,304
| New | +$3.35M | 0.01% | 338 |
|
|
2018
Q3 | – | Sell |
-4,768
| Closed | -$219K | – | 2124 |
|
|
2018
Q2 | $219K | Sell |
4,768
-34
| -0.7% | -$1.58K | ﹤0.01% | 1583 |
|
|
2018
Q1 | $219K | Hold |
4,802
| – | – | ﹤0.01% | 1550 |
|
|
2017
Q4 | $222K | Buy |
4,802
+200
| +4% | +$9.13K | ﹤0.01% | 1535 |
|
|
2017
Q3 | $203K | Hold |
4,602
| – | – | ﹤0.01% | 1596 |
|
|
2017
Q2 | $194K | Sell |
4,602
-648
| -12% | -$27.2K | ﹤0.01% | 1532 |
|
|
2017
Q1 | $215K | Buy |
5,250
+612
| +13% | +$24.4K | ﹤0.01% | 1442 |
|
|
2016
Q4 | $178K | Buy |
4,638
+220
| +5% | +$8.29K | ﹤0.01% | 1467 |
|
|
2016
Q3 | $166K | Sell |
4,418
-230
| -5% | -$8.54K | ﹤0.01% | 1510 |
|
|
2016
Q2 | $167K | Buy |
4,648
+3,100
| +200% | +$112K | ﹤0.01% | 1346 |
|
|
2016
Q1 | $56K | Hold |
1,548
| – | – | ﹤0.01% | 2017 |
|
|
2015
Q4 | $56K | Hold |
1,548
| – | – | ﹤0.01% | 2029 |
|
|
2015
Q3 | $54K | Buy |
+1,548
| New | +$56.8K | ﹤0.01% | 1986 |
|
|
2015
Q2 | – | Sell |
-3,688
| Closed | -$142K | – | 2017 |
|
|
2015
Q1 | $142K | Buy |
3,688
+2,000
| +118% | +$76.7K | ﹤0.01% | 1376 |
|
|
2014
Q4 | $64K | Hold |
1,688
| – | – | ﹤0.01% | 1834 |
|
|
2014
Q3 | $65K | Buy |
1,688
+140
| +9% | +$5.5K | ﹤0.01% | 1744 |
|
|
2014
Q2 | $61K | Hold |
1,548
| – | – | ﹤0.01% | 1743 |
|
|
2014
Q1 | $60K | Sell |
1,548
-2,512
| -62% | -$95.4K | ﹤0.01% | 1691 |
|
|
2013
Q4 | $157K | Buy |
+4,060
| New | +$152K | ﹤0.01% | 972 |
|
Other funds holding IOO
AAS
SI
Creative Planning's IOO Position: Q1 2026 in Review
Creative Planning increased its iShares Global 100 ETF (IOO) stake by 16% in Q1 2026, buying an estimated $296K and bringing the position to 16,694 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1888.
Creative Planning first reported a position in IOO in Q4 2013 and has held it in 43 quarters since. The position peaked at $3.84M in Q4 2023. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.
- Creative Planning held 16,694 shares of iShares Global 100 ETF worth $2.02M as of Q1 2026.
- Creative Planning bought 2,346 iShares Global 100 ETF shares in Q1 2026, an estimated $296K.
- iShares Global 100 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1888 holding.
- Creative Planning first reported a position in iShares Global 100 ETF in Q4 2013 and has held it in 43 quarters since.
- Creative Planning's iShares Global 100 ETF position peaked at $3.84M in Q4 2023.
- 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.