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Farther Finance Advisors’s iShares Global 100 ETF IOO Stock Holding History

Farther Finance 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
Q2 		– Sell
-950
Closed -$116K – 6049
2026
Q1 		$116K Sell
950
-18,219
-95% -$2.3M ﹤0.01% 2404
2025
Q4 		$2.43M Buy
19,169
+1,122
+6% +$140K 0.03% 517
2025
Q3 		$2.17M Buy
18,047
+17,843
+8,747% +$2.03M 0.03% 428
2025
Q2 		$22K Hold
204
– – ﹤0.01% 2619
2025
Q1 		$19.8K Buy
+204
New +$20.6K ﹤0.01% 2394

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

Farther Finance Advisors's IOO Position: Q2 2026 in Review

Farther Finance Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 950 shares — an estimated $116K sold.

Farther Finance Advisors first reported a position in IOO in Q1 2025 and held it in 5 quarters. The position peaked at $2.43M in Q4 2025. 62 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Farther Finance Advisors reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 950 iShares Global 100 ETF shares in Q2 2026, an estimated $116K.
  • Farther Finance Advisors first reported a position in iShares Global 100 ETF in Q1 2025 and held it in 5 quarters.
  • Farther Finance Advisors's iShares Global 100 ETF position peaked at $2.43M in Q4 2025.
  • 62 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.