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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
Q3 		$1.01M Buy
7,023
+917
+15% +$131K 0.02% 679
2026
Q2 		$834K Buy
+6,106
New +$831K 0.02% 766

Other funds holding IOO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Independent Financial Group's IOO Position: Q3 2026 in Review

Independent Financial Group increased its iShares Global 100 ETF (IOO) stake by 15% in Q3 2026, buying an estimated $131K and bringing the position to 7,023 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #679.

Independent Financial Group first reported a position in IOO in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Independent Financial Group held 7,023 shares of iShares Global 100 ETF worth $1.01M as of Q3 2026.
  • Independent Financial Group bought 917 iShares Global 100 ETF shares in Q3 2026, an estimated $131K.
  • iShares Global 100 ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #679 holding.
  • Independent Financial Group first reported a position in iShares Global 100 ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.