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Green Ridge Wealth Planning’s iShares Global 100 ETF IOO Stock Holding History

Green Ridge Wealth Planning’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 		$12.7M Buy
93,076
+8,598
+10% +$1.17M 5.35% 5
2026
Q1 		$10.2M Buy
84,478
+8,332
+11% +$1.05M 5.38% 5
2025
Q4 		$9.65M Buy
+76,146
New +$9.47M 4.93% 6

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

Green Ridge Wealth Planning's IOO Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its iShares Global 100 ETF (IOO) stake by 10% in Q2 2026, buying an estimated $1.17M and bringing the position to 93,076 shares worth $12.7M. The position accounts for 5.35% of the portfolio, ranked #5.

Green Ridge Wealth Planning first reported a position in IOO in Q4 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Green Ridge Wealth Planning held 93,076 shares of iShares Global 100 ETF worth $12.7M as of Q2 2026.
  • Green Ridge Wealth Planning bought 8,598 iShares Global 100 ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Global 100 ETF made up 5.35% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #5 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.