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HighPoint Advisor Group’s iShares Global 100 ETF IOO Stock Holding History

HighPoint Advisor Group’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 		$355K Buy
2,600
+79
+3% +$10.7K 0.01% 540
2026
Q1 		$305K Buy
2,521
+84
+3% +$10.6K 0.01% 529
2025
Q4 		$309K Buy
+2,437
New +$303K 0.01% 838

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HighPoint Advisor Group's IOO Position: Q2 2026 in Review

HighPoint Advisor Group increased its iShares Global 100 ETF (IOO) stake by 3.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,600 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #540.

HighPoint Advisor Group first reported a position in IOO in Q4 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • HighPoint Advisor Group held 2,600 shares of iShares Global 100 ETF worth $355K as of Q2 2026.
  • HighPoint Advisor Group bought 79 iShares Global 100 ETF shares in Q2 2026, an estimated $10.7K.
  • iShares Global 100 ETF made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #540 holding.
  • HighPoint Advisor Group first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.