Independent Solutions Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Independent Solutions Wealth Management’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	$2.9M	Buy	21,225 +5,560	+35%	+$756K	0.38%	80
2026 Q1	$1.89M	Buy	+15,665	New	+$1.98M	0.28%	95
2025 Q2	–	Sell	-13,618	Closed	-$1.31M	–	184
2025 Q1	$1.31M	Buy	13,618 +653	+5%	+$66K	0.29%	95
2024 Q4	$1.31M	Buy	+12,965	New	+$1.3M	0.29%	99

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 Solutions Wealth Management's IOO Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Global 100 ETF (IOO) stake by 35% in Q2 2026, buying an estimated $756K and bringing the position to 21,225 shares worth $2.9M. The position accounts for 0.38% of the portfolio, ranked #80.

Independent Solutions Wealth Management first reported a position in IOO in Q4 2024 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Independent Solutions Wealth Management held 21,225 shares of iShares Global 100 ETF worth $2.9M as of Q2 2026.
Independent Solutions Wealth Management bought 5,560 iShares Global 100 ETF shares in Q2 2026, an estimated $756K.
iShares Global 100 ETF made up 0.38% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #80 holding.
Independent Solutions Wealth Management first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 4 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.