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Ifrah Financial Services’s iShares Global 100 ETF IOO Stock Holding History

Ifrah Financial Services’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 		$822K Sell
5,710
-178
-3% -$25.3K 0.21% 81
2026
Q2 		$804K Sell
5,888
-34
-0.6% -$4.62K 0.2% 87
2026
Q1 		$716K Sell
5,922
-181
-3% -$22.8K 0.19% 86
2025
Q4 		$773K Sell
6,103
-187
-3% -$23.3K 0.2% 81
2025
Q3 		$755K Sell
6,290
-66
-1% -$7.51K 0.2% 80
2025
Q2 		$685K Sell
6,356
-2,686
-30% -$267K 0.19% 80
2025
Q1 		$871K Sell
9,042
-2,190
-19% -$221K 0.25% 68
2024
Q4 		$1.13M Buy
11,232
+259
+2% +$26K 0.31% 61
2024
Q3 		$1.09M Sell
10,973
-3,041
-22% -$294K 0.29% 65
2024
Q2 		$1.35M Sell
14,014
-339
-2% -$31.1K 0.38% 57
2024
Q1 		$1.28M Buy
14,353
+4,554
+46% +$386K 0.36% 60
2023
Q4 		$789K Sell
9,799
-511
-5% -$39.1K 0.23% 76
2023
Q3 		$755K Sell
10,310
-24
-0.2% -$1.82K 0.24% 76
2023
Q2 		$786K Buy
10,334
+17
+0.2% +$1.24K 0.24% 73
2023
Q1 		$723K Sell
10,317
-82
-0.8% -$5.51K 0.23% 78
2022
Q4 		$666K Sell
10,399
-180
-2% -$11.5K 0.22% 80
2022
Q3 		$630K Buy
10,579
+46
+0.4% +$3.05K 0.22% 84
2022
Q2 		$675K Sell
10,533
-111
-1% -$7.7K 0.22% 85
2022
Q1 		$809K Buy
10,644
+71
+0.7% +$5.32K 0.23% 85
2021
Q4 		$825K Buy
10,573
+2,303
+28% +$174K 0.22% 88
2021
Q3 		$588K Buy
8,270
+98
+1% +$7.17K 0.17% 108
2021
Q2 		$580K Buy
8,172
+84
+1% +$5.85K 0.17% 108
2021
Q1 		$534K Sell
8,088
-256
-3% -$16.6K 0.16% 108
2020
Q4 		$525K Sell
8,344
-125
-1% -$7.43K 0.17% 100
2020
Q3 		$477K Sell
8,469
-80
-0.9% -$4.51K 0.17% 99
2020
Q2 		$451K Sell
8,549
-178
-2% -$8.89K 0.16% 101
2020
Q1 		$390K Buy
+8,727
New +$448K 0.16% 100

Other funds holding IOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Ifrah Financial Services's IOO Position: Q3 2026 in Review

Ifrah Financial Services reduced its iShares Global 100 ETF (IOO) stake by 3% in Q3 2026, selling an estimated $25.3K and leaving 5,710 shares worth $822K. The position accounts for 0.21% of the portfolio, ranked #81.

Ifrah Financial Services first reported a position in IOO in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.35M in Q2 2024. 257 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Ifrah Financial Services held 5,710 shares of iShares Global 100 ETF worth $822K as of Q3 2026.
  • Ifrah Financial Services sold 178 iShares Global 100 ETF shares in Q3 2026, an estimated $25.3K.
  • iShares Global 100 ETF made up 0.21% of Ifrah Financial Services's portfolio in Q3 2026, its #81 holding.
  • Ifrah Financial Services first reported a position in iShares Global 100 ETF in Q1 2020 and has held it in 27 quarters since.
  • Ifrah Financial Services's iShares Global 100 ETF position peaked at $1.35M in Q2 2024.
  • 257 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.