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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
2026
Q2 		$4.52M Buy
+33,086
New +$4.5M 0.07% 256
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 $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Global Retirement Partners's IOO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 33,086 shares worth $4.52M. The stake represents 0.07% of the portfolio and ranks #256 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IOO as recently as Q4 2025.

Global Retirement Partners first reported a position in IOO in Q3 2022 and has held it in 14 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Global Retirement Partners held 33,086 shares of iShares Global 100 ETF worth $4.52M as of Q2 2026.
  • iShares Global 100 ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Global 100 ETF made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #256 holding.
  • Global Retirement Partners first reported a position in iShares Global 100 ETF in Q3 2022 and has held it in 14 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.