Ignite Planners’s iShares Global 100 ETF IOO Stock Holding History

Ignite Planners’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	$346K	Sell	2,405 -346	-13%	-$49.2K	0.05%	336
2026 Q2	$376K	Buy	+2,751	New	+$374K	0.05%	306
2025 Q4	–	Sell	-1,676	Closed	-$201K	–	417
2025 Q3	$201K	Buy	+1,676	New	+$191K	0.03%	364
2025 Q1	–	Sell	-3,754	Closed	-$382K	–	335
2024 Q4	$382K	Sell	3,754 -25	-0.7%	-$2.51K	0.08%	204
2024 Q3	$375K	Buy	+3,779	New	+$365K	0.09%	197
2024 Q1	–	Sell	-5,539	Closed	-$442K	–	295
2023 Q4	$442K	Sell	5,539 -96	-2%	-$7.34K	0.13%	164
2023 Q3	$412K	Buy	+5,635	New	+$427K	0.13%	187
2022 Q4	–	Sell	-7,346	Closed	-$449K	–	252
2022 Q3	$449K	Sell	7,346 -23	-0.3%	-$1.53K	0.36%	88
2022 Q2	$485K	Buy	7,369 +72	+1%	+$5K	0.4%	73
2022 Q1	$525K	Buy	+7,297	New	+$547K	0.35%	80

Other funds holding IOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Ignite Planners's IOO Position: Q3 2026 in Review

Ignite Planners reduced its iShares Global 100 ETF (IOO) stake by 13% in Q3 2026, selling an estimated $49.2K and leaving 2,405 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #336.

Ignite Planners first reported a position in IOO in Q1 2022 and has held it in 10 quarters since. The position peaked at $525K in Q1 2022. 116 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Ignite Planners held 2,405 shares of iShares Global 100 ETF worth $346K as of Q3 2026.
Ignite Planners sold 346 iShares Global 100 ETF shares in Q3 2026, an estimated $49.2K.
iShares Global 100 ETF made up 0.05% of Ignite Planners's portfolio in Q3 2026, its #336 holding.
Ignite Planners first reported a position in iShares Global 100 ETF in Q1 2022 and has held it in 10 quarters since.
Ignite Planners's iShares Global 100 ETF position peaked at $525K in Q1 2022.
116 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.