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LWM Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

LWM Advisory Services’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 		– Sell
-4,723
Closed -$571K – 84
2026
Q1 		$571K Sell
4,723
-19,239
-80% -$2.43M 0.61% 35
2025
Q4 		$3.04M Buy
23,962
+830
+4% +$103K 1.78% 15
2025
Q3 		$2.78M Buy
23,132
+1,102
+5% +$125K 1.62% 15
2025
Q2 		$2.38M Sell
22,030
-3,995
-15% -$397K 1.64% 15
2025
Q1 		$2.51M Buy
26,025
+100
+0.4% +$10.1K 1.74% 17
2024
Q4 		$2.61M Buy
25,925
+1,978
+8% +$199K 1.82% 16
2024
Q3 		$2.37M Buy
23,947
+925
+4% +$89.3K 1.76% 16
2024
Q2 		$2.22M Buy
23,022
+213
+0.9% +$19.5K 1.87% 15
2024
Q1 		$2.04M Buy
22,809
+2,232
+11% +$189K 1.64% 16
2023
Q4 		$1.66M Buy
20,577
+20,019
+3,588% +$1.53M 1.46% 15
2023
Q3 		$40.9K Buy
+558
New +$42.3K 0.04% 95

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LWM Advisory Services's IOO Position: Q2 2026 in Review

LWM Advisory Services sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 4,723 shares — an estimated $571K sold.

LWM Advisory Services first reported a position in IOO in Q3 2023 and held it in 11 quarters. The position peaked at $3.04M in Q4 2025. 379 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • LWM Advisory Services reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • LWM Advisory Services sold 4,723 iShares Global 100 ETF shares in Q2 2026, an estimated $571K.
  • LWM Advisory Services first reported a position in iShares Global 100 ETF in Q3 2023 and held it in 11 quarters.
  • LWM Advisory Services's iShares Global 100 ETF position peaked at $3.04M in Q4 2025.
  • 379 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.