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 Q3	$489K	Hold	3,394	–	–	0.12%	133
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%	+$9.6K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

LongView Wealth Management's IOO Position: Q3 2026 in Review

LongView Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 3,394 shares worth $489K. The position accounts for 0.12% of the portfolio, ranked #133.

LongView Wealth Management first reported a position in IOO in Q1 2025 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

LongView Wealth Management held 3,394 shares of iShares Global 100 ETF worth $489K as of Q3 2026.
LongView Wealth Management left its iShares Global 100 ETF share count unchanged in Q3 2026.
iShares Global 100 ETF made up 0.12% of LongView Wealth Management's portfolio in Q3 2026, its #133 holding.
LongView Wealth Management first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.