Prospera Financial Services’s iShares Global 100 ETF IOO Stock Holding History

Prospera Financial Services’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	$4.92M	Buy	36,048 +2,353	+7%	+$320K	0.07%	289
2026 Q1	$4.08M	Buy	33,695 +30,716	+1,031%	+$3.87M	0.07%	306
2025 Q4	$377K	Sell	2,979 -84	-3%	-$10.4K	0.01%	1046
2025 Q3	$368K	Buy	+3,063	New	+$349K	0.01%	1075
2018 Q4	–	Sell	-4,400	Closed	-$215K	–	421
2018 Q3	$215K	Hold	4,400	–	–	0.04%	382
2018 Q2	$202K	Hold	4,400	–	–	0.03%	428
2018 Q1	$201K	Hold	4,400	–	–	0.03%	420
2017 Q4	$205K	Sell	4,400 -600	-12%	-$27.4K	0.03%	370
2017 Q3	$221K	Hold	5,000	–	–	0.03%	386
2017 Q2	$210K	Buy	+5,000	New	+$210K	0.03%	382

Other funds holding IOO

AWA

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

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

ONB

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

CKAIS

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Prospera Financial Services's IOO Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Global 100 ETF (IOO) stake by 7% in Q2 2026, buying an estimated $320K and bringing the position to 36,048 shares worth $4.92M. The position accounts for 0.07% of the portfolio, ranked #289.

Prospera Financial Services first reported a position in IOO in Q2 2017 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Prospera Financial Services held 36,048 shares of iShares Global 100 ETF worth $4.92M as of Q2 2026.
Prospera Financial Services bought 2,353 iShares Global 100 ETF shares in Q2 2026, an estimated $320K.
iShares Global 100 ETF made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #289 holding.
Prospera Financial Services first reported a position in iShares Global 100 ETF in Q2 2017 and has held it in 10 quarters since.
59 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.