GJIA
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Glass Jacobson Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

Glass Jacobson 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 		$42.5K Hold
351
– – 0.01% 333
2025
Q4 		$44.5K Hold
351
– – 0.02% 321
2025
Q3 		$42.1K Hold
351
– – 0.02% 319
2025
Q2 		$37.8K Sell
351
-3,790
-92% -$376K 0.01% 322
2025
Q1 		$417K Hold
4,141
– – 0.14% 165
2024
Q4 		$417K Buy
4,141
+2,883
+229% +$289K 0.14% 165
2024
Q3 		$125K Buy
1,258
+182
+17% +$17.6K 0.04% 262
2024
Q2 		$104K Buy
1,076
+312
+41% +$28.6K 0.04% 262
2024
Q1 		$68.3K Buy
764
+413
+118% +$35K 0.03% 310
2023
Q4 		$28.3K Hold
351
– – 0.01% 404
2023
Q3 		$25.7K Hold
351
– – 0.01% 400
2023
Q2 		$26.7K Buy
+351
New +$25.6K 0.01% 403
2022
Q4 		$22.5K Buy
+351
New +$22.5K 0.01% 418

Other funds holding IOO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return