N.E.W. Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.5K Hold
384
﹤0.01% 369
2026
Q1
$46.5K Hold
384
﹤0.01% 378
2025
Q4
$48.6K Hold
384
﹤0.01% 356
2025
Q3
$46.1K Buy
384
+228
+146% +$25.9K ﹤0.01% 327
2025
Q2
$16.8K Hold
156
﹤0.01% 486
2025
Q1
$15K Buy
+156
New +$15.8K ﹤0.01% 540

Other funds holding IOO

N.E.W. Advisory Services's IOO Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 384 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

N.E.W. Advisory Services first reported a position in IOO in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • N.E.W. Advisory Services held 384 shares of iShares Global 100 ETF worth $52.5K as of Q2 2026.
  • N.E.W. Advisory Services left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #369 holding.
  • N.E.W. Advisory Services first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.