Mitchell McLeod Pugh & Williams’s iShares Global 100 ETF IOO Stock Holding History

Mitchell McLeod Pugh & Williams’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	$205K	Buy	+1,500	New	+$204K	0.03%	301

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

Mitchell McLeod Pugh & Williams's IOO Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,500 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings.

378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Mitchell McLeod Pugh & Williams held 1,500 shares of iShares Global 100 ETF worth $205K as of Q2 2026.
iShares Global 100 ETF was a new Mitchell McLeod Pugh & Williams position in Q2 2026.
iShares Global 100 ETF made up 0.03% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #301 holding.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.