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 Q3	$374K	Hold	2,598	–	–	0.22%	56
2026 Q2	$355K	Sell	2,598 -14	-0.5%	-$1.9K	0.21%	55
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

RiverTree Advisors's IOO Position: Q3 2026 in Review

RiverTree Advisors held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 2,598 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #56.

RiverTree Advisors first reported a position in IOO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2024. 116 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

RiverTree Advisors held 2,598 shares of iShares Global 100 ETF worth $374K as of Q3 2026.
RiverTree Advisors left its iShares Global 100 ETF share count unchanged in Q3 2026.
iShares Global 100 ETF made up 0.22% of RiverTree Advisors's portfolio in Q3 2026, its #56 holding.
RiverTree Advisors first reported a position in iShares Global 100 ETF in Q3 2024 and has held it in 9 quarters since.
RiverTree Advisors's iShares Global 100 ETF position peaked at $1.6M in Q4 2024.
116 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.