Fortitude Family Office’s iShares Global 100 ETF IOO Stock Holding History

Fortitude Family Office’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	$533K	Hold	3,900	–	–	0.1%	88
2026 Q1	$472K	Sell	3,900 -3,900	-50%	-$492K	0.11%	89
2025 Q4	$988K	Hold	7,800	–	–	0.23%	73
2025 Q3	$936K	Hold	7,800	–	–	0.25%	71
2025 Q2	$841K	Hold	7,800	–	–	0.28%	61
2025 Q1	$751K	Hold	7,800	–	–	0.27%	51
2024 Q4	$786K	Buy	+7,800	New	+$783K	0.28%	55

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

Fortitude Family Office's IOO Position: Q2 2026 in Review

Fortitude Family Office held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 3,900 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #88.

Fortitude Family Office first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $988K in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Fortitude Family Office held 3,900 shares of iShares Global 100 ETF worth $533K as of Q2 2026.
Fortitude Family Office left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.1% of Fortitude Family Office's portfolio in Q2 2026, its #88 holding.
Fortitude Family Office first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
Fortitude Family Office's iShares Global 100 ETF position peaked at $988K in Q4 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.