Future Financial Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Future Financial Wealth Management’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	$336K	Hold	2,452	–	–	0.21%	85
2026 Q1	$322K	Hold	2,452	–	–	0.21%	85
2025 Q4	$307K	Hold	2,452	–	–	0.21%	88
2025 Q3	$294K	Hold	2,452	–	–	0.19%	90
2025 Q2	$264K	Hold	2,452	–	–	0.18%	95
2025 Q1	$236K	Hold	2,452	–	–	0.17%	101
2024 Q4	$247K	Hold	2,452	–	–	0.18%	94
2024 Q3	$243K	Hold	2,452	–	–	0.17%	101
2024 Q2	$237K	Hold	2,452	–	–	0.21%	100
2024 Q1	$219K	Buy	+2,452	New	+$208K	0.17%	101
2022 Q2	–	Sell	-2,452	Closed	-$186K	–	285
2022 Q1	$186K	Hold	2,452	–	–	0.15%	129
2021 Q4	$193K	Buy	+2,452	New	+$186K	0.15%	128

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

Future Financial Wealth Management's IOO Position: Q2 2026 in Review

Future Financial Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 2,452 shares worth $336K. The position accounts for 0.21% of the portfolio, ranked #85.

Future Financial Wealth Management first reported a position in IOO in Q4 2021 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Future Financial Wealth Management held 2,452 shares of iShares Global 100 ETF worth $336K as of Q2 2026.
Future Financial Wealth Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.21% of Future Financial Wealth Management's portfolio in Q2 2026, its #85 holding.
Future Financial Wealth Management first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 12 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.