HHM Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

HHM Wealth Advisors’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	$697K	Hold	5,106	–	–	0.07%	103
2026 Q1	$618K	Hold	5,106	–	–	0.07%	104
2025 Q4	$647K	Hold	5,106	–	–	0.08%	96
2025 Q3	$613K	Hold	5,106	–	–	0.07%	103
2025 Q2	$550K	Hold	5,106	–	–	0.07%	110
2025 Q1	$492K	Hold	5,106	–	–	0.07%	107
2024 Q4	$515K	Buy	+5,106	New	+$513K	0.07%	100

Other funds holding IOO

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HHM Wealth Advisors's IOO Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 5,106 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #103.

HHM Wealth Advisors first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

HHM Wealth Advisors held 5,106 shares of iShares Global 100 ETF worth $697K as of Q2 2026.
HHM Wealth Advisors left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.07% of HHM Wealth Advisors's portfolio in Q2 2026, its #103 holding.
HHM Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.