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HM Payson & Co’s iShares Global 100 ETF IOO Stock Holding History

HM Payson & Co’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 		$27.3K Hold
200
– – ﹤0.01% 818
2026
Q1 		$24.2K Hold
200
– – ﹤0.01% 821
2025
Q4 		$25.3K Hold
200
– – ﹤0.01% 799
2025
Q3 		$24K Hold
200
– – ﹤0.01% 812
2025
Q2 		$21.6K Hold
200
– – ﹤0.01% 773
2025
Q1 		$19.3K Hold
200
– – ﹤0.01% 795
2024
Q4 		$20.2K Hold
200
– – ﹤0.01% 771
2024
Q3 		$19.8K Hold
200
– – ﹤0.01% 770
2024
Q2 		$19.3K Hold
200
– – ﹤0.01% 766
2024
Q1 		$17.9K Hold
200
– – ﹤0.01% 761
2023
Q4 		$16.1K Hold
200
– – ﹤0.01% 767
2023
Q3 		$14.6K Hold
200
– – ﹤0.01% 774
2023
Q2 		$15.2K Buy
+200
New +$14.6K ﹤0.01% 760

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

HM Payson & Co's IOO Position: Q2 2026 in Review

HM Payson & Co held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 200 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

HM Payson & Co first reported a position in IOO in Q2 2023 and has held it in 13 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • HM Payson & Co held 200 shares of iShares Global 100 ETF worth $27.3K as of Q2 2026.
  • HM Payson & Co left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #818 holding.
  • HM Payson & Co first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 13 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.