MHR
IOO icon

Matthew Hamilton Rosenberg’s iShares Global 100 ETF IOO Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$101K Hold
704
– – 0.02% 347
2026
Q2 		$96.2K Hold
704
– – 0.02% 351
2026
Q1 		$85.2K Hold
704
– – 0.02% 351
2025
Q4 		$89.2K Hold
704
– – 0.02% 344
2025
Q3 		$84.5K Hold
704
– – 0.02% 357
2025
Q2 		$75.9K Buy
+704
New +$69.9K 0.02% 384

Other funds holding IOO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's IOO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 704 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #347.

Matthew Hamilton Rosenberg first reported a position in IOO in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Matthew Hamilton Rosenberg held 704 shares of iShares Global 100 ETF worth $101K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Global 100 ETF share count unchanged in Q3 2026.
  • iShares Global 100 ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #347 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global 100 ETF in Q2 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.