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Dynamic Advisor Solutions’s iShares Global 100 ETF IOO Stock Holding History

Dynamic Advisor Solutions’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 		$572K Buy
4,188
+152
+4% +$20.7K 0.02% 649
2026
Q1 		$488K Sell
4,036
-246
-6% -$31K 0.02% 655
2025
Q4 		$542K Buy
+4,282
New +$532K 0.02% 613
2025
Q3 		– Sell
-3,349
Closed -$361K – 947
2025
Q2 		$361K Sell
3,349
-29
-0.9% -$2.88K 0.01% 687
2025
Q1 		$325K Sell
3,378
-528
-14% -$53.3K 0.01% 684
2024
Q4 		$394K Sell
3,906
-195
-5% -$19.6K 0.02% 476
2024
Q3 		$407K Hold
4,101
– – 0.01% 660
2024
Q2 		$396K Sell
4,101
-307
-7% -$28.1K 0.01% 682
2024
Q1 		$394K Hold
4,408
– – 0.01% 668
2023
Q4 		$349K Buy
4,408
+138
+3% +$10.6K 0.01% 672
2023
Q3 		$313K Hold
4,270
– – 0.01% 645
2023
Q2 		$325K Sell
4,270
-168
-4% -$12.3K 0.02% 609
2023
Q1 		$311K Hold
4,438
– – 0.02% 581
2022
Q4 		$284K Sell
4,438
-1,056
-19% -$67.7K 0.02% 566
2022
Q3 		$327K Buy
5,494
+1,383
+34% +$91.7K 0.02% 501
2022
Q2 		$263K Sell
4,111
-5,821
-59% -$404K 0.02% 573
2022
Q1 		$755K Buy
9,932
+5,809
+141% +$435K 0.05% 331
2021
Q4 		$322K Sell
4,123
-8,742
-68% -$662K 0.02% 542
2021
Q3 		$915K Sell
12,865
-1,391
-10% -$102K 0.07% 311
2021
Q2 		$1.01M Buy
14,256
+125
+0.9% +$8.71K 0.08% 277
2021
Q1 		$933K Buy
14,131
+30
+0.2% +$1.95K 0.09% 257
2020
Q4 		$887K Buy
14,101
+50
+0.4% +$2.97K 0.08% 259
2020
Q3 		$791K Sell
14,051
-13
-0.1% -$733 0.09% 245
2020
Q2 		$742K Sell
14,064
-1,153
-8% -$57.6K 0.1% 222
2020
Q1 		$680K Sell
15,217
-875
-5% -$44.9K 0.12% 196
2019
Q4 		$868K Buy
16,092
+1,232
+8% +$63.5K 0.12% 209
2019
Q3 		$735K Buy
14,860
+949
+7% +$46.3K 0.11% 210
2019
Q2 		$679K Buy
13,911
+8,761
+170% +$424K 0.11% 215
2019
Q1 		$245K Sell
5,150
-4,000
-44% -$182K 0.05% 336
2018
Q4 		$406K Buy
+9,150
New +$417K 0.09% 241

Other funds holding IOO

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Dynamic Advisor Solutions's IOO Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Global 100 ETF (IOO) stake by 3.8% in Q2 2026, buying an estimated $20.7K and bringing the position to 4,188 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #649.

Dynamic Advisor Solutions first reported a position in IOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.01M in Q2 2021. 59 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Dynamic Advisor Solutions held 4,188 shares of iShares Global 100 ETF worth $572K as of Q2 2026.
  • Dynamic Advisor Solutions bought 152 iShares Global 100 ETF shares in Q2 2026, an estimated $20.7K.
  • iShares Global 100 ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #649 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Global 100 ETF in Q4 2018 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares Global 100 ETF position peaked at $1.01M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.