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Gallagher Capital Advisors’s iShares Global 100 ETF IOO Stock Holding History

Gallagher Capital 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
Q2 		$5.91M Buy
43,252
+10,717
+33% +$1.46M 3.38% 8
2026
Q1 		$3.94M Buy
32,535
+28,539
+714% +$3.6M 2.65% 12
2025
Q4 		$506K Buy
+3,996
New +$497K 0.33% 47
2025
Q3 		– Sell
-2,456
Closed -$276K – 72
2025
Q2 		$276K Buy
2,456
+17
+0.7% +$1.69K 0.22% 52
2025
Q1 		$235K Sell
2,439
-794
-25% -$80.2K 0.18% 59
2024
Q4 		$326K Buy
+3,233
New +$325K 0.24% 51

Other funds holding IOO

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gallagher Capital Advisors's IOO Position: Q2 2026 in Review

Gallagher Capital Advisors increased its iShares Global 100 ETF (IOO) stake by 33% in Q2 2026, buying an estimated $1.46M and bringing the position to 43,252 shares worth $5.91M. The position accounts for 3.38% of the portfolio, ranked #8.

Gallagher Capital Advisors first reported a position in IOO in Q4 2024 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Gallagher Capital Advisors held 43,252 shares of iShares Global 100 ETF worth $5.91M as of Q2 2026.
  • Gallagher Capital Advisors bought 10,717 iShares Global 100 ETF shares in Q2 2026, an estimated $1.46M.
  • iShares Global 100 ETF made up 3.38% of Gallagher Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Gallagher Capital Advisors first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.