Creekside Partners’s iShares Global 100 ETF IOO Stock Holding History

Creekside Partners’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	Hold	13,441	–	–	0.66%	39
2026 Q1	$1.63M	Hold	13,441	–	–	0.67%	40
2025 Q4	$1.7M	Hold	13,441	–	–	0.72%	35
2025 Q3	$1.61M	Hold	13,441	–	–	0.71%	34
2025 Q2	$1.45M	Hold	13,441	–	–	0.69%	36
2025 Q1	$1.29M	Hold	13,441	–	–	0.68%	39
2024 Q4	$1.35M	Hold	13,441	–	–	0.7%	36
2024 Q3	$1.33M	Sell	13,441 -7,500	-36%	-$724K	0.69%	34
2024 Q2	$2.02M	Buy	+20,941	New	+$1.92M	1.12%	24

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

Creekside Partners's IOO Position: Q2 2026 in Review

Creekside Partners held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 13,441 shares worth $1.84M. The position accounts for 0.66% of the portfolio, ranked #39.

Creekside Partners first reported a position in IOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q2 2024. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Creekside Partners held 13,441 shares of iShares Global 100 ETF worth $1.84M as of Q2 2026.
Creekside Partners left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.66% of Creekside Partners's portfolio in Q2 2026, its #39 holding.
Creekside Partners first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's iShares Global 100 ETF position peaked at $2.02M in Q2 2024.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.