Sax Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Sax Wealth 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 Q2	$255K	Buy	+2,112	New	+$287K	0.01%	476

Other funds holding IOO

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sax Wealth Advisors's IOO Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 2,112 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

80 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Sax Wealth Advisors held 2,112 shares of iShares Global 100 ETF worth $255K as of Q2 2026.
iShares Global 100 ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Global 100 ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #476 holding.
80 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.