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Fortis Group Advisors’s iShares Global 100 ETF IOO Stock Holding History

Fortis Group 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
Q1 		– Sell
-4,803
Closed -$619K – 601
2025
Q4 		$619K Sell
4,803
-9,389
-66% -$1.17M 0.1% 191
2025
Q3 		$1.79M Sell
14,192
-688
-5% -$78.3K 0.31% 74
2025
Q2 		$1.66M Sell
14,880
-918
-6% -$91.1K 0.3% 82
2025
Q1 		$1.52M Buy
15,798
+2,119
+15% +$214K 0.3% 85
2024
Q4 		$1.38M Buy
13,679
+11,589
+554% +$1.16M 0.26% 88
2024
Q3 		$207K Buy
+2,090
New +$202K 0.04% 175

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's IOO Position: Q1 2026 in Review

Fortis Group Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 4,803 shares — an estimated $619K sold.

Fortis Group Advisors first reported a position in IOO in Q3 2024 and held it in 6 quarters. The position peaked at $1.79M in Q3 2025. 358 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Fortis Group Advisors reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 4,803 iShares Global 100 ETF shares in Q1 2026, an estimated $619K.
  • Fortis Group Advisors first reported a position in iShares Global 100 ETF in Q3 2024 and held it in 6 quarters.
  • Fortis Group Advisors's iShares Global 100 ETF position peaked at $1.79M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.