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Founders Financial Alliance’s iShares Global 100 ETF IOO Stock Holding History

Founders Financial Alliance’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 		$11K Sell
80
-2
-2% -$272 ﹤0.01% 686
2026
Q1 		$9.89K Buy
+82
New +$10.3K ﹤0.01% 637
2025
Q4 		– Sell
-81
Closed -$9.77K – 668
2025
Q3 		$9.77K Buy
+81
New +$9.22K ﹤0.01% 610
2025
Q2 		– Sell
-81
Closed -$7.79K – 588
2025
Q1 		$7.79K Hold
81
– – ﹤0.01% 539
2024
Q4 		$8.15K Hold
81
– – ﹤0.01% 495
2024
Q3 		$7.99K Hold
81
– – ﹤0.01% 505
2024
Q2 		$7.78K Buy
+81
New +$7.43K ﹤0.01% 484

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Founders Financial Alliance's IOO Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Global 100 ETF (IOO) stake by 2.4% in Q2 2026, selling an estimated $272 and leaving 80 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Founders Financial Alliance first reported a position in IOO in Q2 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Founders Financial Alliance held 80 shares of iShares Global 100 ETF worth $11K as of Q2 2026.
  • Founders Financial Alliance sold 2 iShares Global 100 ETF shares in Q2 2026, an estimated $272.
  • iShares Global 100 ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #686 holding.
  • Founders Financial Alliance first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.