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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
Q3 		$15.8M Buy
109,469
+16,393
+18% +$2.33M 6.33% 4
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Green Ridge Wealth Planning's IOO Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its iShares Global 100 ETF (IOO) stake by 18% in Q3 2026, buying an estimated $2.33M and bringing the position to 109,469 shares worth $15.8M. The position accounts for 6.33% of the portfolio, ranked #4.

Green Ridge Wealth Planning first reported a position in IOO in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Green Ridge Wealth Planning held 109,469 shares of iShares Global 100 ETF worth $15.8M as of Q3 2026.
  • Green Ridge Wealth Planning bought 16,393 iShares Global 100 ETF shares in Q3 2026, an estimated $2.33M.
  • iShares Global 100 ETF made up 6.33% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #4 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.