Dynamic Advisor Solutions
IOO icon

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
Q3 		$238K Sell
1,650
-2,538
-61% -$361K 0.01% 916
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

Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

Dynamic Advisor Solutions's IOO Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Global 100 ETF (IOO) stake by 61% in Q3 2026, selling an estimated $361K and leaving 1,650 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #916.

Dynamic Advisor Solutions first reported a position in IOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q2 2021. 79 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Dynamic Advisor Solutions held 1,650 shares of iShares Global 100 ETF worth $238K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,538 iShares Global 100 ETF shares in Q3 2026, an estimated $361K.
  • iShares Global 100 ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #916 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Global 100 ETF in Q4 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's iShares Global 100 ETF position peaked at $1.01M in Q2 2021.
  • 79 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.