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Joel Isaacson & Co’s iShares Global 100 ETF IOO Stock Holding History

Joel Isaacson & Co’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 		$306K Buy
2,243
+12
+0.5% +$1.63K 0.01% 375
2026
Q1 		$270K Hold
2,231
– – 0.01% 378
2025
Q4 		$283K Buy
2,231
+8
+0.4% +$995 0.01% 374
2025
Q3 		$267K Sell
2,223
-50
-2% -$5.69K 0.01% 375
2025
Q2 		$245K Hold
2,273
– – 0.01% 374
2025
Q1 		$219K Hold
2,273
– – 0.01% 363
2024
Q4 		$229K Buy
+2,273
New +$228K 0.01% 344

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

Joel Isaacson & Co's IOO Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Global 100 ETF (IOO) stake by 0.54% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,243 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #375.

Joel Isaacson & Co first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Joel Isaacson & Co held 2,243 shares of iShares Global 100 ETF worth $306K as of Q2 2026.
  • Joel Isaacson & Co bought 12 iShares Global 100 ETF shares in Q2 2026, an estimated $1.63K.
  • iShares Global 100 ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #375 holding.
  • Joel Isaacson & Co first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.