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

Hidden Cove 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	$1.69M	Hold	12,348	–	–	0.93%	22
2026 Q1	$1.49M	Sell	12,348 -1,843	-13%	-$232K	0.96%	26
2025 Q4	$1.8M	Sell	14,191 -846	-6%	-$105K	1.16%	17
2025 Q3	$1.8M	Sell	15,037 -12,869	-46%	-$1.46M	1.19%	16
2025 Q2	$3.01M	Sell	27,906 -29,682	-52%	-$2.95M	2.18%	14
2025 Q1	$5.55M	Buy	57,588 +3,559	+7%	+$360K	4.38%	6
2024 Q4	$5.44M	Buy	+54,029	New	+$5.42M	4.42%	6

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

ONB

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

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hidden Cove Wealth Management's IOO Position: Q2 2026 in Review

Hidden Cove Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 12,348 shares worth $1.69M. The position accounts for 0.93% of the portfolio, ranked #22.

Hidden Cove Wealth Management first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.55M in Q1 2025. 91 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Hidden Cove Wealth Management held 12,348 shares of iShares Global 100 ETF worth $1.69M as of Q2 2026.
Hidden Cove Wealth Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.93% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #22 holding.
Hidden Cove Wealth Management first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
Hidden Cove Wealth Management's iShares Global 100 ETF position peaked at $5.55M in Q1 2025.
91 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.