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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
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
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 $8.93B AUM 25.13% 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

Retirement Planning Group (Kansas)'s IOO Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 13,949 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #149.

Retirement Planning Group (Kansas) first reported a position in IOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2025. 356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Retirement Planning Group (Kansas) held 13,949 shares of iShares Global 100 ETF worth $1.69M as of Q1 2026.
  • Retirement Planning Group (Kansas) left its iShares Global 100 ETF share count unchanged in Q1 2026.
  • iShares Global 100 ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #149 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Global 100 ETF in Q3 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Global 100 ETF position peaked at $1.77M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.