Howe & Rusling’s iShares Global 100 ETF IOO Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-25	Closed	-$3.17K	–	492
2025 Q4	$3.17K	Buy	+25	New	+$3.11K	﹤0.01%	456
2024 Q1	–	Sell	-27	Closed	-$2.17K	–	397
2023 Q4	$2.17K	Buy	+27	New	+$2.06K	﹤0.01%	359

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howe & Rusling's IOO Position: Q1 2026 in Review

Howe & Rusling sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 25 shares — an estimated $3.17K sold.

Howe & Rusling first reported a position in IOO in Q4 2023 and held it in 2 quarters. The position peaked at $3.17K in Q4 2025. 357 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Howe & Rusling reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 25 iShares Global 100 ETF shares in Q1 2026, an estimated $3.17K.
Howe & Rusling first reported a position in iShares Global 100 ETF in Q4 2023 and held it in 2 quarters.
Howe & Rusling's iShares Global 100 ETF position peaked at $3.17K in Q4 2025.
357 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.