ISWM
IOO icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Solutions Wealth Management's IOO Position: Q1 2026 in Review

Independent Solutions Wealth Management opened a new position in iShares Global 100 ETF (IOO) in Q1 2026: 15,665 shares worth $1.89M. The stake represents 0.28% of the portfolio and ranks #95 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in IOO as recently as Q1 2025.

Independent Solutions Wealth Management first reported a position in IOO in Q4 2024 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Independent Solutions Wealth Management held 15,665 shares of iShares Global 100 ETF worth $1.89M as of Q1 2026.
  • iShares Global 100 ETF was a new Independent Solutions Wealth Management position in Q1 2026.
  • iShares Global 100 ETF made up 0.28% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.