Regatta Research & Money Management’s iShares Global 100 ETF IOO Stock Holding History

Regatta Research & Money 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	$168K	Buy	+1,228	New	+$167K	0.16%	126

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Regatta Research & Money Management's IOO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,228 shares worth $168K. The stake represents 0.16% of the portfolio and ranks #126 among its holdings.

301 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Regatta Research & Money Management held 1,228 shares of iShares Global 100 ETF worth $168K as of Q2 2026.
iShares Global 100 ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Global 100 ETF made up 0.16% of Regatta Research & Money Management's portfolio in Q2 2026, its #126 holding.
301 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.