Richardson Capital Management’s iShares Global 100 ETF IOO Stock Holding History

Richardson Capital 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	$39.5K	Buy	290 +2	+0.7%	+$272	0.02%	123
2026 Q1	$34.8K	Hold	288	–	–	0.02%	123
2025 Q4	$36.5K	Sell	288 -38	-12%	-$4.72K	0.02%	105
2025 Q3	$39.1K	Hold	326	–	–	0.02%	103
2025 Q2	$35.1K	Buy	326 +2	+0.6%	+$199	0.02%	94
2025 Q1	$31.2K	Hold	324	–	–	0.02%	97
2024 Q4	$32.6K	Sell	324 -16	-5%	-$1.61K	0.02%	82
2024 Q3	$33.7K	Hold	340	–	–	0.02%	78
2024 Q2	$32.9K	Buy	340 +2	+0.6%	+$183	0.03%	82
2024 Q1	$30.2K	Buy	+338	New	+$28.7K	0.02%	84

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

Richardson Capital Management's IOO Position: Q2 2026 in Review

Richardson Capital Management increased its iShares Global 100 ETF (IOO) stake by 0.69% in Q2 2026, buying an estimated $272 and bringing the position to 290 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #123.

Richardson Capital Management first reported a position in IOO in Q1 2024 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Richardson Capital Management held 290 shares of iShares Global 100 ETF worth $39.5K as of Q2 2026.
Richardson Capital Management bought 2 iShares Global 100 ETF shares in Q2 2026, an estimated $272.
iShares Global 100 ETF made up 0.02% of Richardson Capital Management's portfolio in Q2 2026, its #123 holding.
Richardson Capital Management first reported a position in iShares Global 100 ETF in Q1 2024 and has held it in 10 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.