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Legacy Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

Legacy Advisory Services’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 		$3.26M Buy
23,850
+3,886
+19% +$529K 2.29% 11
2026
Q1 		$2.42M Buy
19,964
+1,221
+7% +$154K 1.84% 12
2025
Q4 		$2.37M Buy
18,743
+262
+1% +$32.6K 1.78% 12
2025
Q3 		$2.22M Sell
18,481
-21
-0.1% -$2.39K 1.67% 12
2025
Q2 		$1.99M Buy
18,502
+934
+5% +$92.7K 1.58% 12
2025
Q1 		$1.69M Sell
17,568
-1,404
-7% -$142K 1.43% 15
2024
Q4 		$1.91M Buy
18,972
+49
+0.3% +$4.92K 1.63% 17
2024
Q3 		$1.88M Buy
18,923
+489
+3% +$47.2K 1.61% 17
2024
Q2 		$1.78M Sell
18,434
-105
-0.6% -$9.63K 1.63% 17
2024
Q1 		$1.66M Buy
18,539
+5,196
+39% +$441K 1.57% 17
2023
Q4 		$1.07M Buy
+13,343
New +$1.02M 1.13% 18

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

Legacy Advisory Services's IOO Position: Q2 2026 in Review

Legacy Advisory Services increased its iShares Global 100 ETF (IOO) stake by 19% in Q2 2026, buying an estimated $529K and bringing the position to 23,850 shares worth $3.26M. The position accounts for 2.29% of the portfolio, ranked #11.

Legacy Advisory Services first reported a position in IOO in Q4 2023 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Legacy Advisory Services held 23,850 shares of iShares Global 100 ETF worth $3.26M as of Q2 2026.
  • Legacy Advisory Services bought 3,886 iShares Global 100 ETF shares in Q2 2026, an estimated $529K.
  • iShares Global 100 ETF made up 2.29% of Legacy Advisory Services's portfolio in Q2 2026, its #11 holding.
  • Legacy Advisory Services first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.