Retirement Planning Group (Kansas)’s iShares Global 100 ETF IOO Stock Holding History

Retirement Planning Group (Kansas)’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	$1.91M	Hold	13,949	–	–	0.05%	162
2026 Q1	$1.69M	Hold	13,949	–	–	0.05%	149
2025 Q4	$1.77M	Sell	13,949 -474	-3%	-$58.9K	0.06%	130
2025 Q3	$1.73M	Buy	14,423 +250	+2%	+$28.5K	0.06%	128
2025 Q2	$1.53M	Sell	14,173 -203	-1%	-$20.2K	0.07%	108
2025 Q1	$1.38M	Sell	14,376 -660	-4%	-$66.7K	0.06%	104
2024 Q4	$1.52M	Sell	15,036 -267	-2%	-$26.8K	0.08%	98
2024 Q3	$1.52M	Buy	+15,303	New	+$1.48M	0.08%	100

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

Retirement Planning Group (Kansas)'s IOO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 13,949 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #162.

Retirement Planning Group (Kansas) first reported a position in IOO in Q3 2024 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Retirement Planning Group (Kansas) held 13,949 shares of iShares Global 100 ETF worth $1.91M as of Q2 2026.
Retirement Planning Group (Kansas) left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #162 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Global 100 ETF in Q3 2024 and has held it in 8 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.