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RDA Financial Network’s iShares Global 100 ETF IOO Stock Holding History

RDA Financial Network’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
Q1 		– Sell
-1,644
Closed -$208K – 281
2025
Q4 		$208K Sell
1,644
-393
-19% -$48.9K 0.05% 259
2025
Q3 		$244K Sell
2,037
-1,978
-49% -$225K 0.06% 229
2025
Q2 		$433K Sell
4,015
-22,960
-85% -$2.28M 0.12% 160
2025
Q1 		$2.6M Sell
26,975
-147
-0.5% -$14.9K 0.77% 33
2024
Q4 		$2.73M Buy
27,122
+4,364
+19% +$438K 0.8% 29
2024
Q3 		$2.26M Sell
22,758
-3,113
-12% -$301K 0.7% 36
2024
Q2 		$2.5M Buy
25,871
+1,285
+5% +$118K 0.82% 31
2024
Q1 		$2.2M Sell
24,586
-726
-3% -$61.6K 0.75% 36
2023
Q4 		$2.04M Sell
25,312
-1,293
-5% -$98.9K 0.77% 37
2023
Q3 		$1.95M Buy
26,605
+571
+2% +$43.3K 0.84% 34
2023
Q2 		$1.98M Sell
26,034
-1,017
-4% -$74.3K 0.83% 36
2023
Q1 		$1.9M Sell
27,051
-73
-0.3% -$4.9K 0.86% 35
2022
Q4 		$1.74M Buy
27,124
+4,950
+22% +$318K 0.87% 31
2022
Q3 		$1.32M Buy
22,174
+203
+0.9% +$13.5K 0.72% 43
2022
Q2 		$1.41M Buy
21,971
+164
+0.8% +$11.4K 0.71% 44
2022
Q1 		$1.66M Buy
21,807
+469
+2% +$35.1K 0.7% 43
2021
Q4 		$1.67M Buy
21,338
+656
+3% +$49.6K 0.68% 43
2021
Q3 		$1.47M Buy
20,682
+2,213
+12% +$162K 0.65% 48
2021
Q2 		$1.31M Buy
18,469
+364
+2% +$25.4K 0.58% 52
2021
Q1 		$1.2M Buy
+18,105
New +$1.18M 0.51% 56

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

RDA Financial Network's IOO Position: Q1 2026 in Review

RDA Financial Network sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 1,644 shares — an estimated $208K sold.

RDA Financial Network first reported a position in IOO in Q1 2021 and held it in 20 quarters. The position peaked at $2.73M in Q4 2024. 358 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • RDA Financial Network reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
  • RDA Financial Network sold 1,644 iShares Global 100 ETF shares in Q1 2026, an estimated $208K.
  • RDA Financial Network first reported a position in iShares Global 100 ETF in Q1 2021 and held it in 20 quarters.
  • RDA Financial Network's iShares Global 100 ETF position peaked at $2.73M in Q4 2024.
  • 358 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on RDA Financial Network's 13F filing for Q1 2026, filed 8 Apr 2026.