Mariner
IOO icon

Mariner’s iShares Global 100 ETF IOO Stock Holding History

Mariner’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
Q1 		$10.3M Buy
85,172
+532
+0.6% +$67.1K 0.01% 733
2025
Q4 		$10.7M Sell
84,640
-1,598
-2% -$199K 0.01% 678
2025
Q3 		$10.3M Buy
86,238
+1,136
+1% +$129K 0.01% 617
2025
Q2 		$9.17M Buy
85,102
+1,641
+2% +$163K 0.01% 634
2025
Q1 		$8.04M Buy
83,461
+3,315
+4% +$335K 0.01% 630
2024
Q4 		$8.08M Buy
80,146
+1,507
+2% +$151K 0.01% 621
2024
Q3 		$7.8M Buy
78,639
+2,361
+3% +$228K 0.01% 606
2024
Q2 		$7.37M Buy
76,278
+1,319
+2% +$121K 0.01% 598
2024
Q1 		$6.7M Buy
74,959
+20,573
+38% +$1.74M 0.01% 634
2023
Q4 		$4.38M Buy
54,386
+5,353
+11% +$409K 0.01% 731
2023
Q3 		$3.59M Buy
49,033
+13,799
+39% +$1.05M 0.01% 761
2023
Q2 		$2.68M Buy
35,234
+8,486
+32% +$620K 0.01% 858
2023
Q1 		$1.87M Buy
26,748
+2,686
+11% +$180K 0.01% 987
2022
Q4 		$1.54M Buy
+24,062
New +$1.54M 0.01% 1029

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return