GRP
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Global Retirement Partners’s iShares Global 100 ETF IOO Stock Holding History

Global Retirement Partners’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
2025
Q4 		$3.39M Buy
26,723
+683
+3% +$84.9K 0.06% 297
2025
Q3 		$3.13M Buy
26,040
+6,605
+34% +$752K 0.07% 257
2025
Q2 		$2.1M Buy
+19,435
New +$1.93M 0.05% 328
2024
Q4 		$1.12M Buy
11,143
+2,531
+29% +$254K 0.03% 422
2024
Q3 		$854K Buy
8,612
+2,997
+53% +$289K 0.03% 478
2024
Q2 		$542K Buy
5,615
+318
+6% +$29.2K 0.02% 590
2024
Q1 		$474K Buy
5,297
+2,476
+88% +$210K 0.02% 543
2023
Q4 		$227K Buy
2,821
+1,265
+81% +$96.8K 0.01% 709
2023
Q3 		$114K Buy
1,556
+645
+71% +$48.9K 0.01% 883
2023
Q2 		$69.3K Buy
911
+574
+170% +$41.9K ﹤0.01% 1112
2023
Q1 		$24.2K Hold
337
– – ﹤0.01% 1553
2022
Q4 		$21.6K Hold
337
– – ﹤0.01% 1447
2022
Q3 		$21K Buy
+337
New +$22.4K ﹤0.01% 1370

Other funds holding IOO

BlackRock
BlackRock New York $5.72T 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 $377B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's IOO Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Global 100 ETF (IOO) stake by 2.6% in Q4 2025, buying an estimated $84.9K and bringing the position to 26,723 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #297.

Global Retirement Partners first reported a position in IOO in Q3 2022 and has held it in 13 quarters since. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

  • Global Retirement Partners held 26,723 shares of iShares Global 100 ETF worth $3.39M as of Q4 2025.
  • Global Retirement Partners bought 683 iShares Global 100 ETF shares in Q4 2025, an estimated $84.9K.
  • iShares Global 100 ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #297 holding.
  • Global Retirement Partners first reported a position in iShares Global 100 ETF in Q3 2022 and has held it in 13 quarters since.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.