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

Revisor 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
2026 Q2	$353K	Sell	2,583 -91	-3%	-$12.4K	0.08%	266
2026 Q1	$323K	Hold	2,674	–	–	0.09%	239
2025 Q4	$339K	Sell	2,674 -273	-9%	-$33.9K	0.09%	220
2025 Q3	$358K	Hold	2,947	–	–	0.12%	180
2025 Q2	$323K	Hold	2,947	–	–	0.12%	203
2025 Q1	$284K	Buy	+2,947	New	+$298K	0.13%	179
2024 Q1	–	Sell	-2,949	Closed	-$237K	–	194
2023 Q4	$237K	Buy	+2,949	New	+$226K	0.27%	110

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

Revisor Wealth Management's IOO Position: Q2 2026 in Review

Revisor Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 3.4% in Q2 2026, selling an estimated $12.4K and leaving 2,583 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #266.

Revisor Wealth Management first reported a position in IOO in Q4 2023 and has held it in 7 quarters since. The position peaked at $358K in Q3 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Revisor Wealth Management held 2,583 shares of iShares Global 100 ETF worth $353K as of Q2 2026.
Revisor Wealth Management sold 91 iShares Global 100 ETF shares in Q2 2026, an estimated $12.4K.
iShares Global 100 ETF made up 0.08% of Revisor Wealth Management's portfolio in Q2 2026, its #266 holding.
Revisor Wealth Management first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 7 quarters since.
Revisor Wealth Management's iShares Global 100 ETF position peaked at $358K in Q3 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.