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PlanVest Financial’s iShares Global 100 ETF IOO Stock Holding History

PlanVest Financial’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 		$38.9K Hold
285
– – 0.03% 254
2026
Q1 		$34.5K Buy
+285
New +$36K 0.03% 255

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PlanVest Financial's IOO Position: Q2 2026 in Review

PlanVest Financial held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 285 shares worth $38.9K. The position accounts for 0.03% of the portfolio, ranked #254.

PlanVest Financial first reported a position in IOO in Q1 2026 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • PlanVest Financial held 285 shares of iShares Global 100 ETF worth $38.9K as of Q2 2026.
  • PlanVest Financial left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #254 holding.
  • PlanVest Financial first reported a position in iShares Global 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.