Root Financial Partners
IOO icon

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
2026
Q3 		$3.6K Buy
+25
New +$3.56K ﹤0.01% 2358
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 $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Root Financial Partners's IOO Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Global 100 ETF (IOO) in Q3 2026: 25 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #2358 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IOO as recently as Q3 2025.

Root Financial Partners first reported a position in IOO in Q3 2025 and has held it in 2 quarters since. The position peaked at $91.6K in Q3 2025. 343 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Root Financial Partners held 25 shares of iShares Global 100 ETF worth $3.6K as of Q3 2026.
  • iShares Global 100 ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2358 holding.
  • Root Financial Partners first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 2 quarters since.
  • Root Financial Partners's iShares Global 100 ETF position peaked at $91.6K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.