Laurel Wealth Advisors (North Carolina)’s iShares Global 100 ETF IOO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-42	Closed	-$5.3K	–	416
2025 Q4	$5.3K	Buy	+42	New	+$5.22K	﹤0.01%	536
2025 Q2	–	Sell	-42	Closed	-$4.03K	–	426
2025 Q1	$4.03K	Hold	42	–	–	﹤0.01%	551
2024 Q4	$4.22K	Hold	42	–	–	﹤0.01%	571
2024 Q3	$4.15K	Hold	42	–	–	﹤0.01%	534
2024 Q2	$4.04K	Hold	42	–	–	﹤0.01%	501
2024 Q1	$3.74K	Buy	+42	New	+$3.56K	﹤0.01%	512

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

AAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Laurel Wealth Advisors (North Carolina)'s IOO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 42 shares — an estimated $5.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IOO in Q1 2024 and held it in 6 quarters. The position peaked at $5.3K in Q4 2025. 357 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 42 iShares Global 100 ETF shares in Q1 2026, an estimated $5.3K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Global 100 ETF in Q1 2024 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Global 100 ETF position peaked at $5.3K in Q4 2025.
357 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.