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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

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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. 213 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.
  • 213 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.