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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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. 378 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.
378 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.