RiverTree Advisors’s iShares Global 100 ETF IOO Stock Holding History

RiverTree Advisors’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	$316K	Sell	2,612 -246	-9%	-$31K	0.2%	54
2025 Q4	$362K	Sell	2,858 -111	-4%	-$13.8K	0.23%	54
2025 Q3	$356K	Sell	2,969 -14	-0.5%	-$1.59K	0.23%	49
2025 Q2	$322K	Sell	2,983 -1,528	-34%	-$152K	0.22%	46
2025 Q1	$434K	Sell	4,511 -11,353	-72%	-$1.15M	0.29%	47
2024 Q4	$1.6M	Buy	15,864 +3,511	+28%	+$353K	1.05%	28
2024 Q3	$1.22M	Buy	+12,353	New	+$1.19M	0.83%	25

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RiverTree Advisors's IOO Position: Q1 2026 in Review

RiverTree Advisors reduced its iShares Global 100 ETF (IOO) stake by 8.6% in Q1 2026, selling an estimated $31K and leaving 2,612 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #54.

RiverTree Advisors first reported a position in IOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2024. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

RiverTree Advisors held 2,612 shares of iShares Global 100 ETF worth $316K as of Q1 2026.
RiverTree Advisors sold 246 iShares Global 100 ETF shares in Q1 2026, an estimated $31K.
iShares Global 100 ETF made up 0.2% of RiverTree Advisors's portfolio in Q1 2026, its #54 holding.
RiverTree Advisors first reported a position in iShares Global 100 ETF in Q3 2024 and has held it in 7 quarters since.
RiverTree Advisors's iShares Global 100 ETF position peaked at $1.6M in Q4 2024.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.