Sagespring Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

Sagespring Wealth 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 Q1	$1.04M	Sell	8,616 -472	-5%	-$59.5K	0.02%	312
2025 Q4	$1.15M	Sell	9,088 -6,783	-43%	-$843K	0.02%	284
2025 Q3	$1.9M	Buy	15,871 +1,427	+10%	+$162K	0.04%	188
2025 Q2	$1.56M	Sell	14,444 -1,558	-10%	-$155K	0.03%	204
2025 Q1	$1.54M	Buy	16,002 +207	+1%	+$20.9K	0.04%	187
2024 Q4	$1.59M	Buy	+15,795	New	+$1.59M	0.04%	164

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 $8.93B AUM 25.13% 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

Sagespring Wealth Partners's IOO Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Global 100 ETF (IOO) stake by 5.2% in Q1 2026, selling an estimated $59.5K and leaving 8,616 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #312.

Sagespring Wealth Partners first reported a position in IOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q3 2025. 356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Sagespring Wealth Partners held 8,616 shares of iShares Global 100 ETF worth $1.04M as of Q1 2026.
Sagespring Wealth Partners sold 472 iShares Global 100 ETF shares in Q1 2026, an estimated $59.5K.
iShares Global 100 ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #312 holding.
Sagespring Wealth Partners first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Global 100 ETF position peaked at $1.9M in Q3 2025.
356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.