Highline Wealth Partners
IOO icon

Highline Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

Highline Wealth Partners’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
Q3 		$8.06K Hold
56
– – ﹤0.01% 772
2026
Q2 		$7.65K Hold
56
– – ﹤0.01% 717
2026
Q1 		$6.77K Hold
56
– – ﹤0.01% 608
2025
Q4 		$7.09K Hold
56
– – ﹤0.01% 471
2025
Q3 		$6.72K Hold
56
– – ﹤0.01% 499
2025
Q2 		$6.04K Buy
+56
New +$5.56K ﹤0.01% 412

Other funds holding IOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Highline Wealth Partners's IOO Position: Q3 2026 in Review

Highline Wealth Partners held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 56 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Highline Wealth Partners first reported a position in IOO in Q2 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Highline Wealth Partners held 56 shares of iShares Global 100 ETF worth $8.06K as of Q3 2026.
  • Highline Wealth Partners left its iShares Global 100 ETF share count unchanged in Q3 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #772 holding.
  • Highline Wealth Partners first reported a position in iShares Global 100 ETF in Q2 2025 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.