Merit Financial Group’s iShares Global 100 ETF IOO Stock Holding History

Merit Financial Group’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	$1M	Buy	7,330 +537	+8%	+$73.1K	0.01%	1076
2026 Q1	$822K	Buy	6,793 +291	+4%	+$36.7K	0.01%	1083
2025 Q4	$824K	Sell	6,502 -2,537	-28%	-$315K	0.01%	1030
2025 Q3	$1.08M	Sell	9,039 -10,800	-54%	-$1.23M	0.01%	829
2025 Q2	$2.14M	Sell	19,839 -29,253	-60%	-$2.9M	0.02%	497
2025 Q1	$4.73M	Buy	49,092 +367	+0.8%	+$37.1K	0.07%	232
2024 Q4	$4.91M	Buy	+48,725	New	+$4.89M	0.09%	190

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Merit Financial Group's IOO Position: Q2 2026 in Review

Merit Financial Group increased its iShares Global 100 ETF (IOO) stake by 7.9% in Q2 2026, buying an estimated $73.1K and bringing the position to 7,330 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1076.

Merit Financial Group first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.91M in Q4 2024. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Merit Financial Group held 7,330 shares of iShares Global 100 ETF worth $1M as of Q2 2026.
Merit Financial Group bought 537 iShares Global 100 ETF shares in Q2 2026, an estimated $73.1K.
iShares Global 100 ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1076 holding.
Merit Financial Group first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's iShares Global 100 ETF position peaked at $4.91M in Q4 2024.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.