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Root Financial Partners’s iShares Global 100 ETF IOO Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-763
Closed -$91.6K – 2482
2025
Q3 		$91.6K Buy
+763
New +$86.8K 0.01% 470

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

Root Financial Partners's IOO Position: Q4 2025 in Review

Root Financial Partners sold out of iShares Global 100 ETF (IOO) in Q4 2025, closing a stake of 763 shares — an estimated $91.6K sold.

Root Financial Partners first reported a position in IOO in Q3 2025 and held it in 1 quarter. The position peaked at $91.6K in Q3 2025. 367 funds tracked by Wall St. Rank hold IOO as of Q4 2025.

  • Root Financial Partners reported no remaining iShares Global 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 763 iShares Global 100 ETF shares in Q4 2025, an estimated $91.6K.
  • Root Financial Partners first reported a position in iShares Global 100 ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares Global 100 ETF position peaked at $91.6K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.