Secure Asset Management’s iShares Global 100 ETF IOO Stock Holding History

Secure Asset Management’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	$584K	Sell	4,278 -140	-3%	-$19K	0.08%	174
2026 Q1	$534K	Buy	4,418 +247	+6%	+$31.2K	0.08%	177
2025 Q4	$528K	Buy	4,171 +46	+1%	+$5.72K	0.08%	185
2025 Q3	$499K	Buy	4,125 +712	+21%	+$81K	0.08%	180
2025 Q2	$368K	Sell	3,413 -83	-2%	-$8.24K	0.07%	226
2025 Q1	$337K	Buy	3,496 +11	+0.3%	+$1.11K	0.07%	219
2024 Q4	$351K	Buy	3,485 +542	+18%	+$54.4K	0.05%	235
2024 Q3	$292K	Buy	2,943 +773	+36%	+$74.6K	0.05%	253
2024 Q2	$210K	Buy	+2,170	New	+$199K	0.04%	266

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Secure Asset Management's IOO Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Global 100 ETF (IOO) stake by 3.2% in Q2 2026, selling an estimated $19K and leaving 4,278 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #174.

Secure Asset Management first reported a position in IOO in Q2 2024 and has held it in 9 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Secure Asset Management held 4,278 shares of iShares Global 100 ETF worth $584K as of Q2 2026.
Secure Asset Management sold 140 iShares Global 100 ETF shares in Q2 2026, an estimated $19K.
iShares Global 100 ETF made up 0.08% of Secure Asset Management's portfolio in Q2 2026, its #174 holding.
Secure Asset Management first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 9 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.