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

Howard 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 		$1.63M Sell
11,967
-109
-0.9% -$14.8K 0.6% 40
2026
Q1 		$1.46M Sell
12,076
-474
-4% -$59.8K 0.61% 46
2025
Q4 		$1.59M Sell
12,550
-344
-3% -$42.8K 0.69% 41
2025
Q3 		$1.55M Buy
12,894
+108
+0.8% +$12.3K 0.71% 41
2025
Q2 		$1.38M Sell
12,786
-285
-2% -$28.3K 0.7% 40
2025
Q1 		$1.26M Buy
13,071
+79
+0.6% +$7.98K 0.7% 41
2024
Q4 		$1.31M Sell
12,992
-87
-0.7% -$8.73K 0.71% 41
2024
Q3 		$1.3M Buy
13,079
+121
+0.9% +$11.7K 0.76% 36
2024
Q2 		$1.25M Buy
12,958
+161
+1% +$14.8K 0.99% 25
2024
Q1 		$1.14M Buy
12,797
+181
+1% +$15.3K 0.93% 26
2023
Q4 		$1.02M Buy
12,616
+25
+0.2% +$1.91K 0.85% 31
2023
Q3 		$922K Buy
12,591
+303
+2% +$23K 0.85% 31
2023
Q2 		$935K Sell
12,288
-199
-2% -$14.5K 0.81% 33
2023
Q1 		$875K Sell
12,487
-20
-0.2% -$1.34K 0.73% 40
2022
Q4 		$801K Sell
12,507
-225
-2% -$14.4K 0.66% 45
2022
Q3 		$757K Buy
+12,732
New +$845K 0.54% 50
2022
Q2 		– Sell
-12,757
Closed -$970K – 94
2022
Q1 		$970K Sell
12,757
-35
-0.3% -$2.62K 0.53% 51
2021
Q4 		$997K Buy
12,792
+73
+0.6% +$5.53K 0.53% 52
2021
Q3 		$904K Hold
12,719
– – 0.51% 55
2021
Q2 		$902K Buy
12,719
+65
+0.5% +$4.53K 0.5% 56
2021
Q1 		$835K Buy
12,654
+310
+3% +$20.1K 0.49% 57
2020
Q4 		$776K Buy
12,344
+460
+4% +$27.4K 0.48% 53
2020
Q3 		$669K Sell
11,884
-140
-1% -$7.89K 0.48% 52
2020
Q2 		$634K Buy
12,024
+125
+1% +$6.24K 0.52% 51
2020
Q1 		$531K Buy
11,899
+256
+2% +$13.1K 0.56% 41
2019
Q4 		$628K Buy
+11,643
New +$600K 0.52% 41

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

Howard Wealth Management's IOO Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 0.9% in Q2 2026, selling an estimated $14.8K and leaving 11,967 shares worth $1.63M. The position accounts for 0.6% of the portfolio, ranked #40.

Howard Wealth Management first reported a position in IOO in Q4 2019 and has held it in 26 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Howard Wealth Management held 11,967 shares of iShares Global 100 ETF worth $1.63M as of Q2 2026.
  • Howard Wealth Management sold 109 iShares Global 100 ETF shares in Q2 2026, an estimated $14.8K.
  • iShares Global 100 ETF made up 0.6% of Howard Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Howard Wealth Management first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 26 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.