Legacy Financial Strategies’s iShares Global 100 ETF IOO Stock Holding History

Legacy Financial Strategies’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	$847K	Hold	6,203	–	–	0.13%	69
2026 Q1	$750K	Sell	6,203 -315	-5%	-$39.7K	0.14%	67
2025 Q4	$826K	Hold	6,518	–	–	0.15%	66
2025 Q3	$782K	Hold	6,518	–	–	0.14%	67
2025 Q2	$703K	Hold	6,518	–	–	0.14%	67
2025 Q1	$628K	Hold	6,518	–	–	0.14%	63
2024 Q4	$656K	Hold	6,518	–	–	0.14%	64
2024 Q3	$646K	Hold	6,518	–	–	0.14%	63
2024 Q2	$643K	Hold	6,518	–	–	0.15%	59
2024 Q1	$583K	Hold	6,518	–	–	0.15%	56
2023 Q4	$525K	Hold	6,518	–	–	0.15%	55
2023 Q3	$493K	Hold	6,518	–	–	0.16%	52
2023 Q2	$496K	Hold	6,518	–	–	0.17%	53
2023 Q1	$457K	Hold	6,518	–	–	0.17%	53
2022 Q4	$417K	Hold	6,518	–	–	0.17%	52
2022 Q3	$388K	Hold	6,518	–	–	0.18%	52
2022 Q2	$418K	Hold	6,518	–	–	0.21%	50
2022 Q1	$496K	Hold	6,518	–	–	0.21%	50
2021 Q4	$508K	Hold	6,518	–	–	0.22%	47
2021 Q3	$464K	Hold	6,518	–	–	0.22%	47
2021 Q2	$463K	Hold	6,518	–	–	0.22%	47
2021 Q1	$430K	Hold	6,518	–	–	0.23%	48
2020 Q4	$410K	Hold	6,518	–	–	0.21%	51
2020 Q3	$367K	Hold	6,518	–	–	0.21%	50
2020 Q2	$344K	Buy	+6,518	New	+$326K	0.27%	48

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

Legacy Financial Strategies's IOO Position: Q2 2026 in Review

Legacy Financial Strategies held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 6,203 shares worth $847K. The position accounts for 0.13% of the portfolio, ranked #69.

Legacy Financial Strategies first reported a position in IOO in Q2 2020 and has held it in 25 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Legacy Financial Strategies held 6,203 shares of iShares Global 100 ETF worth $847K as of Q2 2026.
Legacy Financial Strategies left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.13% of Legacy Financial Strategies's portfolio in Q2 2026, its #69 holding.
Legacy Financial Strategies first reported a position in iShares Global 100 ETF in Q2 2020 and has held it in 25 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

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