Onyx Bridge Wealth Group’s iShares Global 100 ETF IOO Stock Holding History

Onyx Bridge Wealth 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	$2.26M	Buy	16,548 +74	+0.4%	+$10.1K	0.2%	95
2026 Q1	$1.99M	Hold	16,474	–	–	0.21%	93
2025 Q4	$2.09M	Buy	16,474 +1,438	+10%	+$179K	0.22%	89
2025 Q3	$1.8M	Hold	15,036	–	–	0.2%	93
2025 Q2	$1.62M	Buy	15,036 +643	+4%	+$63.8K	0.21%	81
2025 Q1	$1.39M	Hold	14,393	–	–	0.2%	92
2024 Q4	$1.45M	Buy	14,393 +357	+3%	+$35.8K	0.21%	84
2024 Q3	$1.39M	Buy	14,036 +30	+0.2%	+$2.9K	0.21%	85
2024 Q2	$1.35M	Buy	14,006 +341	+2%	+$31.3K	0.22%	83
2024 Q1	$1.21M	Hold	13,665	–	–	0.22%	85
2023 Q4	$1.1M	Buy	13,665 +234	+2%	+$17.9K	0.22%	68
2023 Q3	$984K	Hold	13,431	–	–	0.23%	68
2023 Q2	$1.02M	Buy	+13,431	New	+$981K	0.24%	76

Other funds holding IOO

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

Onyx Bridge Wealth Group's IOO Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares Global 100 ETF (IOO) stake by 0.45% in Q2 2026, buying an estimated $10.1K and bringing the position to 16,548 shares worth $2.26M. The position accounts for 0.2% of the portfolio, ranked #95.

Onyx Bridge Wealth Group first reported a position in IOO in Q2 2023 and has held it in 13 quarters since. 142 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Onyx Bridge Wealth Group held 16,548 shares of iShares Global 100 ETF worth $2.26M as of Q2 2026.
Onyx Bridge Wealth Group bought 74 iShares Global 100 ETF shares in Q2 2026, an estimated $10.1K.
iShares Global 100 ETF made up 0.2% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #95 holding.
Onyx Bridge Wealth Group first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 13 quarters since.
142 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.