Focus Financial Network’s iShares Global 100 ETF IOO Stock Holding History

Focus Financial Network’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	$3.19M	Buy	23,376 +652	+3%	+$88.7K	0.1%	164
2026 Q1	$2.75M	Sell	22,724 -10,799	-32%	-$1.36M	0.1%	165
2025 Q4	$4.25M	Buy	33,523 +4,739	+16%	+$589K	0.15%	116
2025 Q3	$3.45M	Buy	28,784 +26,098	+972%	+$2.97M	0.12%	136
2025 Q2	$290K	Sell	2,686 -972	-27%	-$96.5K	0.01%	587
2025 Q1	$352K	Sell	3,658 -4,629	-56%	-$468K	0.01%	504
2024 Q4	$835K	Buy	+8,287	New	+$832K	0.03%	305
2024 Q3	–	Sell	-8,309	Closed	-$816K	–	685
2024 Q2	$816K	Sell	8,309 -10,894	-57%	-$999K	0.03%	298
2024 Q1	$1.66M	Sell	19,203 -4,328	-18%	-$367K	0.08%	192
2023 Q4	$1.89M	Buy	23,531 +6,833	+41%	+$523K	0.07%	220
2023 Q3	$1.22M	Buy	+16,698	New	+$1.27M	0.07%	206

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

Focus Financial Network's IOO Position: Q2 2026 in Review

Focus Financial Network increased its iShares Global 100 ETF (IOO) stake by 2.9% in Q2 2026, buying an estimated $88.7K and bringing the position to 23,376 shares worth $3.19M. The position accounts for 0.1% of the portfolio, ranked #164.

Focus Financial Network first reported a position in IOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.25M in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Focus Financial Network held 23,376 shares of iShares Global 100 ETF worth $3.19M as of Q2 2026.
Focus Financial Network bought 652 iShares Global 100 ETF shares in Q2 2026, an estimated $88.7K.
iShares Global 100 ETF made up 0.1% of Focus Financial Network's portfolio in Q2 2026, its #164 holding.
Focus Financial Network first reported a position in iShares Global 100 ETF in Q3 2023 and has held it in 11 quarters since.
Focus Financial Network's iShares Global 100 ETF position peaked at $4.25M in Q4 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.