Fischer Investment Strategies’s iShares Global 100 ETF IOO Stock Holding History

Fischer Investment Strategies’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	$1.87M	Buy	13,675 +1,092	+9%	+$149K	0.89%	22
2026 Q1	$1.52M	Buy	12,583 +186	+2%	+$23.5K	0.89%	22
2025 Q4	$1.57M	Sell	12,397 -44	-0.4%	-$5.47K	0.92%	25
2025 Q3	$1.49M	Sell	12,441 -1,850	-13%	-$211K	0.9%	21
2025 Q2	$1.54M	Buy	14,291 +4,761	+50%	+$473K	1.03%	22
2025 Q1	$918K	Sell	9,530 -10,175	-52%	-$1.03M	0.68%	26
2024 Q4	$1.99M	Buy	19,705 +5,658	+40%	+$568K	1.58%	19
2024 Q3	$1.39M	Buy	14,047 +8,578	+157%	+$828K	1.2%	18
2024 Q2	$528K	Sell	5,469 -607	-10%	-$55.7K	0.52%	19
2024 Q1	$543K	Buy	6,076 +1,751	+40%	+$148K	0.48%	20
2023 Q4	$348K	Buy	+4,325	New	+$331K	0.26%	18

Other funds holding IOO

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

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

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

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

Fischer Investment Strategies's IOO Position: Q2 2026 in Review

Fischer Investment Strategies increased its iShares Global 100 ETF (IOO) stake by 8.7% in Q2 2026, buying an estimated $149K and bringing the position to 13,675 shares worth $1.87M. The position accounts for 0.89% of the portfolio, ranked #22.

Fischer Investment Strategies first reported a position in IOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q4 2024. 123 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Fischer Investment Strategies held 13,675 shares of iShares Global 100 ETF worth $1.87M as of Q2 2026.
Fischer Investment Strategies bought 1,092 iShares Global 100 ETF shares in Q2 2026, an estimated $149K.
iShares Global 100 ETF made up 0.89% of Fischer Investment Strategies's portfolio in Q2 2026, its #22 holding.
Fischer Investment Strategies first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 11 quarters since.
Fischer Investment Strategies's iShares Global 100 ETF position peaked at $1.99M in Q4 2024.
123 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.