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

Kingsview 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	$1.26M	Sell	9,250 -60,346	-87%	-$8.21M	0.02%	685
2026 Q1	$8.42M	Buy	69,596 +59,525	+591%	+$7.51M	0.11%	161
2025 Q4	$1.28M	Buy	10,071 +114	+1%	+$14.2K	0.02%	571
2025 Q3	$1.19M	Sell	9,957 -31	-0.3%	-$3.53K	0.02%	566
2025 Q2	$1.08M	Buy	9,988 +196	+2%	+$19.5K	0.02%	564
2025 Q1	$943K	Buy	9,792 +1,430	+17%	+$144K	0.02%	553
2024 Q4	$843K	Sell	8,362 -23,896	-74%	-$2.4M	0.02%	593
2024 Q3	$3.2M	Buy	32,258 +507	+2%	+$49K	0.07%	268
2024 Q2	$3.07M	Buy	+31,751	New	+$2.91M	0.07%	253
2023 Q2	–	Sell	-14,030	Closed	-$983K	–	943
2023 Q1	$983K	Buy	+14,030	New	+$942K	0.04%	405
2022 Q2	–	Sell	-15,864	Closed	-$1.21M	–	865
2022 Q1	$1.21M	Buy	+15,864	New	+$1.19M	0.05%	333

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

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

Kingsview Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 87% in Q2 2026, selling an estimated $8.21M and leaving 9,250 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #685.

Kingsview Wealth Management first reported a position in IOO in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.42M in Q1 2026. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Kingsview Wealth Management held 9,250 shares of iShares Global 100 ETF worth $1.26M as of Q2 2026.
Kingsview Wealth Management sold 60,346 iShares Global 100 ETF shares in Q2 2026, an estimated $8.21M.
iShares Global 100 ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #685 holding.
Kingsview Wealth Management first reported a position in iShares Global 100 ETF in Q1 2022 and has held it in 11 quarters since.
Kingsview Wealth Management's iShares Global 100 ETF position peaked at $8.42M in Q1 2026.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.