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Granite Harbor Advisors’s iShares Global 100 ETF IOO Stock Holding History

Granite Harbor 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
Q2 		$229K Buy
+1,677
New +$228K 0.09% 118
2026
Q1 		– Sell
-1,677
Closed -$212K – 131
2025
Q4 		$212K Hold
1,677
– – 0.09% 122
2025
Q3 		$201K Buy
+1,677
New +$191K 0.08% 128

Other funds holding IOO

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Granite Harbor Advisors's IOO Position: Q2 2026 in Review

Granite Harbor Advisors opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,677 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #118 among its holdings. This is a return to the name: Granite Harbor Advisors previously reported a position in IOO as recently as Q4 2025.

Granite Harbor Advisors first reported a position in IOO in Q3 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Granite Harbor Advisors held 1,677 shares of iShares Global 100 ETF worth $229K as of Q2 2026.
  • iShares Global 100 ETF was a new Granite Harbor Advisors position in Q2 2026.
  • iShares Global 100 ETF made up 0.09% of Granite Harbor Advisors's portfolio in Q2 2026, its #118 holding.
  • Granite Harbor Advisors first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.