Lane & Associates’s iShares Global 100 ETF IOO Stock Holding History

Lane & Associates’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
2025 Q1	$352K	Hold	3,656	–	–	0.19%	85
2024 Q4	$374K	Hold	3,656	–	–	0.19%	86
2024 Q3	$363K	Hold	3,656	–	–	0.2%	83
2024 Q2	$353K	Hold	3,656	–	–	0.21%	81
2024 Q1	$327K	Hold	3,656	–	–	0.21%	82
2023 Q4	$294K	Hold	3,656	–	–	0.21%	83
2023 Q3	$268K	Hold	3,656	–	–	0.22%	85
2023 Q2	$278K	Hold	3,656	–	–	0.22%	82
2023 Q1	$256K	Hold	3,656	–	–	0.23%	82
2022 Q4	$234K	Buy	+3,656	New	+$235K	0.22%	83

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Lane & Associates's IOO Position: Q1 2025 in Review

Lane & Associates held its iShares Global 100 ETF (IOO) position steady in Q1 2025 at 3,656 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #85.

Lane & Associates first reported a position in IOO in Q4 2022 and has held it in 10 quarters since. The position peaked at $374K in Q4 2024. 321 funds tracked by Wall St. Rank hold IOO as of Q1 2025.

Lane & Associates held 3,656 shares of iShares Global 100 ETF worth $352K as of Q1 2025.
Lane & Associates left its iShares Global 100 ETF share count unchanged in Q1 2025.
iShares Global 100 ETF made up 0.19% of Lane & Associates's portfolio in Q1 2025, its #85 holding.
Lane & Associates first reported a position in iShares Global 100 ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares Global 100 ETF position peaked at $374K in Q4 2024.
321 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.