Independent Financial Group’s iShares Global 100 ETF IOO Stock Holding History

Independent Financial Group’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	$834K	Buy	+6,106	New	+$831K	0.02%	766

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Independent Financial Group's IOO Position: Q2 2026 in Review

Independent Financial Group opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 6,106 shares worth $834K. The stake represents 0.02% of the portfolio and ranks #766 among its holdings.

378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Independent Financial Group held 6,106 shares of iShares Global 100 ETF worth $834K as of Q2 2026.
iShares Global 100 ETF was a new Independent Financial Group position in Q2 2026.
iShares Global 100 ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #766 holding.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.