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Guardian Wealth Advisors (North Carolina)’s iShares Global 100 ETF IOO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-289
Closed -$35K – 484
2026
Q1 		$35K Buy
+289
New +$36.5K ﹤0.01% 461
2025
Q3 		– Sell
-316
Closed -$34.1K – 449
2025
Q2 		$34.1K Hold
316
– – ﹤0.01% 426
2025
Q1 		$30.4K Hold
316
– – ﹤0.01% 413
2024
Q4 		$31.8K Hold
316
– – ﹤0.01% 389
2024
Q3 		$31.3K Hold
316
– – ﹤0.01% 334
2024
Q2 		$30.5K Buy
316
+59
+23% +$5.41K ﹤0.01% 324
2024
Q1 		$23K Buy
+257
New +$21.8K ﹤0.01% 356

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

Guardian Wealth Advisors (North Carolina)'s IOO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 289 shares — an estimated $35K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IOO in Q1 2024 and held it in 7 quarters. The position peaked at $35K in Q1 2026. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 289 iShares Global 100 ETF shares in Q2 2026, an estimated $35K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Global 100 ETF in Q1 2024 and held it in 7 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares Global 100 ETF position peaked at $35K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.