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Independent Advisor Alliance’s iShares Global 100 ETF IOO Stock Holding History

Independent Advisor Alliance’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 		– Sell
-9,457
Closed -$1.14M – 1360
2026
Q1 		$1.14M Buy
+9,457
New +$1.19M 0.01% 765
2025
Q1 		– Sell
-14,358
Closed -$1.45M – 1089
2024
Q4 		$1.45M Buy
+14,358
New +$1.44M 0.02% 612
2020
Q1 		– Sell
-19,744
Closed -$1.06M – 625
2019
Q4 		$1.06M Buy
+19,744
New +$1.02M 0.05% 348
2017
Q2 		– Sell
-14,002
Closed -$570K – 311
2017
Q1 		$570K Buy
+14,002
New +$558K 0.09% 220

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

Independent Advisor Alliance's IOO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 9,457 shares — an estimated $1.14M sold.

Independent Advisor Alliance first reported a position in IOO in Q1 2017 and held it in 4 quarters. The position peaked at $1.45M in Q4 2024. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,457 iShares Global 100 ETF shares in Q2 2026, an estimated $1.14M.
  • Independent Advisor Alliance first reported a position in iShares Global 100 ETF in Q1 2017 and held it in 4 quarters.
  • Independent Advisor Alliance's iShares Global 100 ETF position peaked at $1.45M in Q4 2024.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.