GHP Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

GHP Investment 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	-70	Closed	-$8.87K	–	1449
2025 Q4	$8.87K	Buy	+70	New	+$8.7K	﹤0.01%	761
2024 Q1	–	Sell	-152	Closed	-$12.2K	–	854
2023 Q4	$12.2K	Buy	+152	New	+$11.6K	﹤0.01%	630
2023 Q2	–	Sell	-1,561	Closed	-$109K	–	946
2023 Q1	$109K	Hold	1,561	–	–	0.01%	428
2022 Q4	$100K	Hold	1,561	–	–	0.01%	435
2022 Q3	$93K	Sell	1,561 -616	-28%	-$40.9K	0.01%	431
2022 Q2	$139K	Sell	2,177 -1,552	-42%	-$108K	0.01%	385
2022 Q1	$284K	Hold	3,729	–	–	0.02%	325
2021 Q4	$291K	Hold	3,729	–	–	0.02%	285
2021 Q3	$265K	Hold	3,729	–	–	0.02%	279
2021 Q2	$265K	Hold	3,729	–	–	0.02%	275
2021 Q1	$246K	Buy	+3,729	New	+$242K	0.02%	280

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GHP Investment Advisors's IOO Position: Q1 2026 in Review

GHP Investment Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 70 shares — an estimated $8.87K sold.

GHP Investment Advisors first reported a position in IOO in Q1 2021 and held it in 11 quarters. The position peaked at $291K in Q4 2021. 356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

GHP Investment Advisors reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
GHP Investment Advisors sold 70 iShares Global 100 ETF shares in Q1 2026, an estimated $8.87K.
GHP Investment Advisors first reported a position in iShares Global 100 ETF in Q1 2021 and held it in 11 quarters.
GHP Investment Advisors's iShares Global 100 ETF position peaked at $291K in Q4 2021.
356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.