NSG
IOO icon

Nalls Sherbakoff Group’s iShares Global 100 ETF IOO Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$25.3K Hold
200
– – 0.02% 262
2025
Q3 		$24K Hold
200
– – 0.02% 266
2025
Q2 		$21.6K Hold
200
– – 0.02% 271
2025
Q1 		$19.3K Buy
+200
New +$20.2K 0.02% 250
2023
Q4 		$16.1K Hold
200
– – 0.01% 248
2023
Q3 		$14.6K Hold
200
– – 0.01% 246
2023
Q2 		$14.6K Hold
200
– – 0.01% 249
2023
Q1 		$13.9K Buy
+200
New +$13.4K 0.01% 256
2018
Q4 		$8K Buy
+200
New +$9.12K 0.01% 283

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 $8.93B AUM 25.13% 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

Nalls Sherbakoff Group's IOO Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares Global 100 ETF (IOO) position steady in Q4 2025 at 200 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #262.

Nalls Sherbakoff Group first reported a position in IOO in Q4 2018 and has held it in 9 quarters since. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

  • Nalls Sherbakoff Group held 200 shares of iShares Global 100 ETF worth $25.3K as of Q4 2025.
  • Nalls Sherbakoff Group left its iShares Global 100 ETF share count unchanged in Q4 2025.
  • iShares Global 100 ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #262 holding.
  • Nalls Sherbakoff Group first reported a position in iShares Global 100 ETF in Q4 2018 and has held it in 9 quarters since.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.