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Powell Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

Powell Investment Advisors’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 		$4.05M Buy
29,651
+42
+0.1% +$5.71K 1.28% 15
2026
Q1 		$3.58M Buy
29,609
+87
+0.3% +$11K 1.23% 16
2025
Q4 		$3.74M Buy
29,522
+240
+0.8% +$29.8K 1.29% 14
2025
Q3 		$3.51M Sell
29,282
-82
-0.3% -$9.33K 1.23% 14
2025
Q2 		$3.17M Buy
29,364
+20,568
+234% +$2.04M 1.19% 14
2025
Q1 		$847K Sell
8,796
-2,296
-21% -$232K 0.42% 35
2024
Q4 		$1.12M Buy
11,092
+45
+0.4% +$4.52K 0.52% 28
2024
Q3 		$1.1M Hold
11,047
– – 0.51% 30
2024
Q2 		$1.07M Sell
11,047
-142
-1% -$13K 0.55% 30
2024
Q1 		$1M Sell
11,189
-113
-1% -$9.58K 0.53% 31
2023
Q4 		$910K Buy
11,302
+57
+0.5% +$4.36K 0.5% 32
2023
Q3 		$824K Sell
11,245
-24
-0.2% -$1.82K 0.49% 36
2023
Q2 		$857K Buy
11,269
+442
+4% +$32.3K 0.5% 34
2023
Q1 		$759K Buy
10,827
+23
+0.2% +$1.54K 0.42% 38
2022
Q4 		$692K Buy
10,804
+41
+0.4% +$2.63K 0.4% 43
2022
Q3 		$641K Hold
10,763
– – 0.42% 36
2022
Q2 		$690K Buy
10,763
+48
+0.4% +$3.33K 0.42% 34
2022
Q1 		$815K Buy
10,715
+512
+5% +$38.4K 0.47% 27
2021
Q4 		$796K Buy
10,203
+28
+0.3% +$2.12K 0.45% 30
2021
Q3 		$724K Buy
10,175
+6,295
+162% +$461K 0.45% 32
2021
Q2 		$275K Buy
3,880
+804
+26% +$56K 0.17% 79
2021
Q1 		$203K Buy
3,076
+1,184
+63% +$76.9K 0.13% 94
2020
Q4 		$119K Buy
1,892
+10
+0.5% +$595 0.09% 97
2020
Q3 		$106K Hold
1,882
– – 0.09% 98
2020
Q2 		$99K Buy
1,882
+13
+0.7% +$649 0.1% 101
2020
Q1 		$83K Hold
1,869
– – 0.1% 100
2019
Q4 		$101K Buy
+1,869
New +$96.3K 0.11% 109

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

Powell Investment Advisors's IOO Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares Global 100 ETF (IOO) stake by 0.14% in Q2 2026, buying an estimated $5.71K and bringing the position to 29,651 shares worth $4.05M. The position accounts for 1.28% of the portfolio, ranked #15.

Powell Investment Advisors first reported a position in IOO in Q4 2019 and has held it in 27 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Powell Investment Advisors held 29,651 shares of iShares Global 100 ETF worth $4.05M as of Q2 2026.
  • Powell Investment Advisors bought 42 iShares Global 100 ETF shares in Q2 2026, an estimated $5.71K.
  • iShares Global 100 ETF made up 1.28% of Powell Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Powell Investment Advisors first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 27 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.