Independence Bank of Kentucky’s iShares Global 100 ETF IOO Stock Holding History

Independence Bank of Kentucky’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	$12.3K	Hold	90	–	–	﹤0.01%	489
2026 Q1	$10.9K	Hold	90	–	–	﹤0.01%	519
2025 Q4	$11.4K	Hold	90	–	–	﹤0.01%	522
2025 Q3	$10.8K	Hold	90	–	–	﹤0.01%	529
2025 Q2	$9.7K	Hold	90	–	–	﹤0.01%	530
2025 Q1	$8.67K	Hold	90	–	–	﹤0.01%	525
2024 Q4	$9.07K	Hold	90	–	–	﹤0.01%	525
2024 Q3	$8.92K	Hold	90	–	–	﹤0.01%	496
2024 Q2	$8.69K	Hold	90	–	–	﹤0.01%	457
2024 Q1	$8.05K	Hold	90	–	–	﹤0.01%	451
2023 Q4	$7.25K	Buy	+90	New	+$6.88K	﹤0.01%	442

Other funds holding IOO

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

AAS

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

Independence Bank of Kentucky's IOO Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 90 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Independence Bank of Kentucky first reported a position in IOO in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Independence Bank of Kentucky held 90 shares of iShares Global 100 ETF worth $12.3K as of Q2 2026.
Independence Bank of Kentucky left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #489 holding.
Independence Bank of Kentucky first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.