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GSB Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

GSB Wealth Management’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 		$349K Sell
2,557
-12
-0.5% -$1.63K 0.07% 179
2026
Q1 		$311K Hold
2,569
– – 0.07% 180
2025
Q4 		$325K Sell
2,569
-672
-21% -$83.6K 0.07% 175
2025
Q3 		$389K Sell
3,241
-811
-20% -$92.3K 0.09% 161
2025
Q2 		$437K Sell
4,052
-228
-5% -$22.6K 0.11% 150
2025
Q1 		$412K Sell
4,280
-240
-5% -$24.2K 0.11% 147
2024
Q4 		$456K Sell
4,520
-308
-6% -$30.9K 0.12% 145
2024
Q3 		$479K Sell
4,828
-103
-2% -$9.95K 0.12% 145
2024
Q2 		$476K Buy
4,931
+15
+0.3% +$1.38K 0.13% 147
2024
Q1 		$440K Sell
4,916
-438
-8% -$37.1K 0.12% 150
2023
Q4 		$431K Sell
5,354
-618
-10% -$47.3K 0.13% 142
2023
Q3 		$437K Buy
5,972
+99
+2% +$7.5K 0.15% 133
2023
Q2 		$447K Sell
5,873
-426
-7% -$31.1K 0.15% 136
2023
Q1 		$441K Sell
6,299
-181
-3% -$12.2K 0.14% 147
2022
Q4 		$415K Sell
6,480
-32
-0.5% -$2.05K 0.15% 146
2022
Q3 		$388K Sell
6,512
-74
-1% -$4.91K 0.14% 154
2022
Q2 		$422K Buy
6,586
+5
+0.1% +$347 0.14% 154
2022
Q1 		$500K Sell
6,581
-515
-7% -$38.6K 0.15% 160
2021
Q4 		$554K Buy
+7,096
New +$537K 0.16% 153
2021
Q3 		– Sell
-9,796
Closed -$695K – 180
2021
Q2 		$695K Sell
9,796
-221
-2% -$15.4K 0.22% 135
2021
Q1 		$661K Buy
+10,017
New +$650K 0.22% 126

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

GSB Wealth Management's IOO Position: Q2 2026 in Review

GSB Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 0.47% in Q2 2026, selling an estimated $1.63K and leaving 2,557 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #179.

GSB Wealth Management first reported a position in IOO in Q1 2021 and has held it in 21 quarters since. The position peaked at $695K in Q2 2021. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • GSB Wealth Management held 2,557 shares of iShares Global 100 ETF worth $349K as of Q2 2026.
  • GSB Wealth Management sold 12 iShares Global 100 ETF shares in Q2 2026, an estimated $1.63K.
  • iShares Global 100 ETF made up 0.07% of GSB Wealth Management's portfolio in Q2 2026, its #179 holding.
  • GSB Wealth Management first reported a position in iShares Global 100 ETF in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's iShares Global 100 ETF position peaked at $695K in Q2 2021.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.