LongView Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

LongView Wealth Management’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	$464K	Buy	3,394 +13	+0.4%	+$1.77K	0.12%	136
2026 Q1	$440K	Sell	3,381 -61	-2%	-$7.7K	0.11%	147
2025 Q4	$444K	Buy	3,442 +77	+2%	+$9.57K	0.11%	152
2025 Q3	$404K	Buy	3,365 +170	+5%	+$19.3K	0.11%	141
2025 Q2	$344K	Buy	3,195 +398	+14%	+$39.5K	0.1%	153
2025 Q1	$269K	Buy	+2,797	New	+$283K	0.08%	178

Other funds holding IOO

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CKAIS

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

LongView Wealth Management's IOO Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Global 100 ETF (IOO) stake by 0.38% in Q2 2026, buying an estimated $1.77K and bringing the position to 3,394 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #136.

LongView Wealth Management first reported a position in IOO in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

LongView Wealth Management held 3,394 shares of iShares Global 100 ETF worth $464K as of Q2 2026.
LongView Wealth Management bought 13 iShares Global 100 ETF shares in Q2 2026, an estimated $1.77K.
iShares Global 100 ETF made up 0.12% of LongView Wealth Management's portfolio in Q2 2026, its #136 holding.
LongView Wealth Management first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.