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Prosperity Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Prosperity Wealth Management’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 		$619K Sell
4,885
-176
-3% -$21.9K 0.21% 105
2025
Q3 		$607K Sell
5,061
-271
-5% -$30.8K 0.21% 110
2025
Q2 		$575K Sell
5,332
-81
-1% -$8.04K 0.21% 108
2025
Q1 		$521K Buy
+5,413
New +$547K 0.25% 94

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prosperity Wealth Management's IOO Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 3.5% in Q4 2025, selling an estimated $21.9K and leaving 4,885 shares worth $619K. The position accounts for 0.21% of the portfolio, ranked #105.

Prosperity Wealth Management first reported a position in IOO in Q1 2025 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

  • Prosperity Wealth Management held 4,885 shares of iShares Global 100 ETF worth $619K as of Q4 2025.
  • Prosperity Wealth Management sold 176 iShares Global 100 ETF shares in Q4 2025, an estimated $21.9K.
  • iShares Global 100 ETF made up 0.21% of Prosperity Wealth Management's portfolio in Q4 2025, its #105 holding.
  • Prosperity Wealth Management first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.