Main Street Financial Solutions’s iShares Global 100 ETF IOO Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$1.28M	Sell	10,124 -250	-2%	-$31.1K	0.1%	190
2025 Q3	$1.24M	Sell	10,374 -198	-2%	-$22.5K	0.08%	216
2025 Q2	$1.14M	Hold	10,572	–	–	0.08%	205
2025 Q1	$1.02M	Sell	10,572 -91	-0.9%	-$9.19K	0.09%	188
2024 Q4	$1.07M	Sell	10,663 -381	-3%	-$38.3K	0.11%	155
2024 Q3	$1.1M	Buy	11,044 +1,554	+16%	+$150K	0.1%	183
2024 Q2	$917K	Buy	9,490 +1,208	+15%	+$111K	0.09%	210
2024 Q1	$740K	Buy	+8,282	New	+$702K	0.08%	242

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Main Street Financial Solutions's IOO Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Global 100 ETF (IOO) stake by 2.4% in Q4 2025, selling an estimated $31.1K and leaving 10,124 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #190.

Main Street Financial Solutions first reported a position in IOO in Q1 2024 and has held it in 8 quarters since. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

Main Street Financial Solutions held 10,124 shares of iShares Global 100 ETF worth $1.28M as of Q4 2025.
Main Street Financial Solutions sold 250 iShares Global 100 ETF shares in Q4 2025, an estimated $31.1K.
iShares Global 100 ETF made up 0.1% of Main Street Financial Solutions's portfolio in Q4 2025, its #190 holding.
Main Street Financial Solutions first reported a position in iShares Global 100 ETF in Q1 2024 and has held it in 8 quarters since.
367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.