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Scarborough Advisors’s iShares Global 100 ETF IOO Stock Holding History

Scarborough 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 		– Sell
-885
Closed -$107K – 399
2026
Q1 		$107K Buy
+885
New +$112K 0.01% 180
2024
Q1 		– Sell
-903
Closed -$72.7K – 540
2023
Q4 		$72.7K Buy
+903
New +$69.1K 0.02% 135

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scarborough Advisors's IOO Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 885 shares — an estimated $107K sold.

Scarborough Advisors first reported a position in IOO in Q4 2023 and held it in 2 quarters. The position peaked at $107K in Q1 2026. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Scarborough Advisors reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 885 iShares Global 100 ETF shares in Q2 2026, an estimated $107K.
  • Scarborough Advisors first reported a position in iShares Global 100 ETF in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's iShares Global 100 ETF position peaked at $107K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.