Glassman Wealth Services’s iShares Global 100 ETF IOO Stock Holding History

Glassman Wealth Services’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	$60.9K	Hold	446	–	–	0.01%	142
2026 Q1	$54K	Hold	446	–	–	0.01%	114
2025 Q4	$56.5K	Hold	446	–	–	0.01%	118
2025 Q3	$53.5K	Hold	446	–	–	0.01%	109
2025 Q2	$48.1K	Hold	446	–	–	0.01%	112
2025 Q1	$42.9K	Hold	446	–	–	0.01%	109
2024 Q4	$44.9K	Hold	446	–	–	0.01%	106
2024 Q3	$44.2K	Hold	446	–	–	0.01%	109
2024 Q2	$43.1K	Hold	446	–	–	0.01%	117
2024 Q1	$39.9K	Hold	446	–	–	0.01%	121
2023 Q4	$35.9K	Hold	446	–	–	0.01%	538
2023 Q3	$32.7K	Hold	446	–	–	0.01%	532
2023 Q2	$33.9K	Hold	446	–	–	0.01%	499
2023 Q1	$31.2K	Hold	446	–	–	0.01%	524
2022 Q4	$28.6K	Hold	446	–	–	0.01%	568
2022 Q3	$27K	Hold	446	–	–	0.01%	537
2022 Q2	$29K	Hold	446	–	–	0.01%	521
2022 Q1	$34K	Hold	446	–	–	0.01%	494
2021 Q4	$35K	Hold	446	–	–	0.01%	456
2021 Q3	$32K	Hold	446	–	–	0.01%	452
2021 Q2	$32K	Hold	446	–	–	0.01%	442
2021 Q1	$29K	Hold	446	–	–	0.01%	432
2020 Q4	$28K	Hold	446	–	–	0.01%	437
2020 Q3	$25K	Hold	446	–	–	0.01%	405
2020 Q2	$24K	Hold	446	–	–	0.01%	357
2020 Q1	$20K	Hold	446	–	–	0.01%	343
2019 Q4	$24K	Buy	+446	New	+$23K	0.01%	350

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

Glassman Wealth Services's IOO Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 446 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #142.

Glassman Wealth Services first reported a position in IOO in Q4 2019 and has held it in 27 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Glassman Wealth Services held 446 shares of iShares Global 100 ETF worth $60.9K as of Q2 2026.
Glassman Wealth Services left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #142 holding.
Glassman Wealth Services first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 27 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.