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Institute for Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Institute for 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 		$65.1K Buy
+477
New +$64.9K 0.01% 803
2020
Q1 		– Sell
-79
Closed -$4K – 528
2019
Q4 		$4K Buy
+79
New +$4.07K ﹤0.01% 648

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

Institute for Wealth Management's IOO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 477 shares worth $65.1K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IOO as recently as Q4 2019.

Institute for Wealth Management first reported a position in IOO in Q4 2019 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Institute for Wealth Management held 477 shares of iShares Global 100 ETF worth $65.1K as of Q2 2026.
  • iShares Global 100 ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Global 100 ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #803 holding.
  • Institute for Wealth Management first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.