HAS
IOO icon

HBW Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

HBW Advisory Services’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 		$694K Sell
5,738
-145
-2% -$18.3K 0.07% 238
2025
Q4 		$745K Sell
5,883
-150
-2% -$18.7K 0.08% 225
2025
Q3 		$724K Sell
6,033
-2,449
-29% -$279K 0.08% 209
2025
Q2 		$914K Buy
8,482
+1,038
+14% +$103K 0.11% 175
2025
Q1 		$717K Sell
7,444
-1,208
-14% -$122K 0.1% 173
2024
Q4 		$872K Buy
8,652
+985
+13% +$98.9K 0.09% 144
2024
Q3 		$760K Buy
7,667
+1,934
+34% +$187K 0.11% 161
2024
Q2 		$554K Buy
5,733
+937
+20% +$85.9K 0.09% 184
2024
Q1 		$386K Hold
4,796
– – 0.07% 197
2023
Q4 		$386K Buy
+4,796
New +$367K 0.07% 197

Other funds holding IOO

BlackRock
BlackRock New York $5.7T 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return