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Harbour Investments’s iShares Global 100 ETF IOO Stock Holding History

Harbour Investments’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
Q1 		$3.03M Buy
25,052
+713
+3% +$89.9K 0.05% 369
2025
Q4 		$3.08M Sell
24,339
-669
-3% -$83.2K 0.06% 285
2025
Q3 		$3M Buy
25,008
+2,201
+10% +$251K 0.07% 253
2025
Q2 		$2.46M Sell
22,807
-1,392
-6% -$138K 0.06% 283
2025
Q1 		$2.33M Buy
24,199
+237
+1% +$23.9K 0.07% 261
2024
Q4 		$2.41M Buy
23,962
+9,740
+68% +$978K 0.07% 242
2024
Q3 		$1.41M Sell
14,222
-23,362
-62% -$2.26M 0.04% 365
2024
Q2 		$3.63M Sell
37,584
-9,949
-21% -$912K 0.12% 153
2024
Q1 		$4.25M Sell
47,533
-1,555
-3% -$132K 0.15% 125
2023
Q4 		$3.95M Buy
49,088
+12,777
+35% +$977K 0.16% 115
2023
Q3 		$2.66M Sell
36,311
-4,942
-12% -$375K 0.13% 152
2023
Q2 		$3.14M Sell
41,253
-188
-0.5% -$13.7K 0.16% 128
2023
Q1 		$2.9M Buy
41,441
+133
+0.3% +$8.93K 0.16% 118
2022
Q4 		$2.65M Buy
41,308
+1,336
+3% +$85.7K 0.16% 123
2022
Q3 		$2.56M Hold
39,972
– – 0.17% 110
2022
Q2 		$2.56M Buy
+39,972
New +$2.77M 0.17% 110
2021
Q4 		$144K Buy
1,851
+588
+47% +$44.5K 0.01% 833
2021
Q3 		$90K Buy
1,263
+1,000
+380% +$73.2K ﹤0.01% 1435
2021
Q2 		$19K Sell
263
-22
-8% -$1.53K ﹤0.01% 2371
2021
Q1 		$19K Buy
+285
New +$18.5K ﹤0.01% 2237

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments's IOO Position: Q1 2026 in Review

Harbour Investments increased its iShares Global 100 ETF (IOO) stake by 2.9% in Q1 2026, buying an estimated $89.9K and bringing the position to 25,052 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #369.

Harbour Investments first reported a position in IOO in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.25M in Q1 2024. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Harbour Investments held 25,052 shares of iShares Global 100 ETF worth $3.03M as of Q1 2026.
  • Harbour Investments bought 713 iShares Global 100 ETF shares in Q1 2026, an estimated $89.9K.
  • iShares Global 100 ETF made up 0.05% of Harbour Investments's portfolio in Q1 2026, its #369 holding.
  • Harbour Investments first reported a position in iShares Global 100 ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Global 100 ETF position peaked at $4.25M in Q1 2024.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.