Level Four Advisory Services’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $546K | Hold |
4,517
| – | – | 0.02% | 565 |
|
|
2025
Q4 | $572K | Buy |
4,517
+315
| +7% | +$39.2K | 0.02% | 537 |
|
|
2025
Q3 | $504K | Buy |
4,202
+916
| +28% | +$104K | 0.02% | 555 |
|
|
2025
Q2 | $354K | Hold |
3,286
| – | – | 0.01% | 611 |
|
|
2025
Q1 | $316K | Sell |
3,286
-50
| -1% | -$5.05K | 0.01% | 620 |
|
|
2024
Q4 | $336K | Buy |
3,336
+581
| +21% | +$58.3K | 0.01% | 591 |
|
|
2024
Q3 | $269K | Buy |
2,755
+142
| +5% | +$13.7K | 0.01% | 663 |
|
|
2024
Q2 | $252K | Sell |
2,613
-690
| -21% | -$63.3K | 0.01% | 663 |
|
|
2024
Q1 | $266K | Hold |
3,303
| – | – | 0.01% | 643 |
|
|
2023
Q4 | $266K | Buy |
+3,303
| New | +$253K | 0.01% | 642 |
|
|
2023
Q3 | – | Sell |
-2,653
| Closed | -$202K | – | 810 |
|
|
2023
Q2 | $202K | Buy |
+2,653
| New | +$194K | 0.01% | 742 |
|
|
2022
Q2 | – | Sell |
-2,692
| Closed | -$205K | – | 606 |
|
|
2022
Q1 | $205K | Sell |
2,692
-2,894
| -52% | -$217K | 0.02% | 601 |
|
|
2021
Q4 | $436K | Buy |
5,586
+772
| +16% | +$58.4K | 0.03% | 432 |
|
|
2021
Q3 | $342K | Hold |
4,814
| – | – | 0.04% | 364 |
|
|
2021
Q2 | $342K | Sell |
4,814
-130
| -3% | -$9.06K | 0.02% | 502 |
|
|
2021
Q1 | $326K | Sell |
4,944
-47
| -0.9% | -$3.05K | 0.03% | 493 |
|
|
2020
Q4 | $314K | Sell |
4,991
-290
| -5% | -$17.2K | 0.03% | 455 |
|
|
2020
Q3 | $297K | Buy |
5,281
+160
| +3% | +$9.02K | 0.02% | 440 |
|
|
2020
Q2 | $271K | Sell |
5,121
-215
| -4% | -$10.7K | 0.02% | 476 |
|
|
2020
Q1 | $238K | Sell |
5,336
-1,345
| -20% | -$69K | 0.03% | 427 |
|
|
2019
Q4 | $362K | Buy |
6,681
+805
| +14% | +$41.5K | 0.01% | 431 |
|
|
2019
Q3 | $291K | Sell |
5,876
-590
| -9% | -$28.8K | 0.03% | 405 |
|
|
2019
Q2 | $316K | Sell |
6,466
-260
| -4% | -$12.6K | 0.03% | 413 |
|
|
2019
Q1 | $320K | Sell |
6,726
-1,404
| -17% | -$63.9K | 0.04% | 401 |
|
|
2018
Q4 | $345K | Buy |
8,130
+864
| +12% | +$39.4K | 0.04% | 376 |
|
|
2018
Q3 | $355K | Sell |
7,266
-611
| -8% | -$29.2K | 0.04% | 422 |
|
|
2018
Q2 | $361K | Buy |
7,877
+1,325
| +20% | +$61.7K | 0.03% | 437 |
|
|
2018
Q1 | $299K | Buy |
6,552
+510
| +8% | +$24K | 0.02% | 444 |
|
|
2017
Q4 | $280K | Buy |
6,042
+220
| +4% | +$10K | 0.02% | 469 |
|
|
2017
Q3 | $257K | Sell |
5,822
-780
| -12% | -$33.6K | 0.02% | 450 |
|
|
2017
Q2 | $269K | Hold |
6,602
| – | – | 0.04% | 400 |
|
|
2017
Q1 | $269K | Buy |
6,602
+470
| +8% | +$18.7K | 0.03% | 436 |
|
|
2016
Q4 | $235K | Buy |
+6,132
| New | +$231K | 0.03% | 415 |
|
Other funds holding IOO
AAS
SI
Level Four Advisory Services's IOO Position: Q1 2026 in Review
Level Four Advisory Services held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 4,517 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #565.
Level Four Advisory Services first reported a position in IOO in Q4 2016 and has held it in 33 quarters since. The position peaked at $572K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.
- Level Four Advisory Services held 4,517 shares of iShares Global 100 ETF worth $546K as of Q1 2026.
- Level Four Advisory Services left its iShares Global 100 ETF share count unchanged in Q1 2026.
- iShares Global 100 ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #565 holding.
- Level Four Advisory Services first reported a position in iShares Global 100 ETF in Q4 2016 and has held it in 33 quarters since.
- Level Four Advisory Services's iShares Global 100 ETF position peaked at $572K in Q4 2025.
- 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.