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

Peterson 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
2024
Q3 		$307K Buy
3,096
+23
+0.7% +$2.22K 1.18% 22
2024
Q2 		$297K Buy
3,073
+301
+11% +$27.6K 1.81% 21
2024
Q1 		$248K Sell
2,772
-93
-3% -$7.88K 1.62% 24
2023
Q4 		$231K Buy
+2,865
New +$219K 1.51% 24

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peterson Financial Group's IOO Position: Q3 2024 in Review

Peterson Financial Group increased its iShares Global 100 ETF (IOO) stake by 0.75% in Q3 2024, buying an estimated $2.22K and bringing the position to 3,096 shares worth $307K. The position accounts for 1.18% of the portfolio, ranked #22.

Peterson Financial Group first reported a position in IOO in Q4 2023 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold IOO as of Q3 2024.

  • Peterson Financial Group held 3,096 shares of iShares Global 100 ETF worth $307K as of Q3 2024.
  • Peterson Financial Group bought 23 iShares Global 100 ETF shares in Q3 2024, an estimated $2.22K.
  • iShares Global 100 ETF made up 1.18% of Peterson Financial Group's portfolio in Q3 2024, its #22 holding.
  • Peterson Financial Group first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.