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Principal Securities’s iShares Global 100 ETF IOO Stock Holding History

Principal Securities’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 		– Sell
-643
Closed -$77.2K – 2428
2025
Q3 		$77.2K Sell
643
-980
-60% -$112K ﹤0.01% 1724
2025
Q2 		$175K Buy
1,623
+41
+3% +$4.07K ﹤0.01% 1287
2025
Q1 		$159K Hold
1,582
– – ﹤0.01% 1228
2024
Q4 		$159K Buy
1,582
+21
+1% +$2.11K ﹤0.01% 1226
2024
Q3 		$155K Buy
1,561
+20
+1% +$1.93K ﹤0.01% 1209
2024
Q2 		$149K Sell
1,541
-225
-13% -$20.6K ﹤0.01% 1171
2024
Q1 		$158K Buy
1,766
+122
+7% +$10.3K ﹤0.01% 1110
2023
Q4 		$132K Buy
+1,644
New +$126K ﹤0.01% 1094

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Principal Securities's IOO Position: Q4 2025 in Review

Principal Securities sold out of iShares Global 100 ETF (IOO) in Q4 2025, closing a stake of 643 shares — an estimated $77.2K sold.

Principal Securities first reported a position in IOO in Q4 2023 and held it in 8 quarters. The position peaked at $175K in Q2 2025. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

  • Principal Securities reported no remaining iShares Global 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 643 iShares Global 100 ETF shares in Q4 2025, an estimated $77.2K.
  • Principal Securities first reported a position in iShares Global 100 ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Global 100 ETF position peaked at $175K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.