SHP Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

SHP Wealth 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 Q1	$913K	Buy	+7,551	New	+$953K	0.07%	95

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

SHP Wealth Management's IOO Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares Global 100 ETF (IOO) in Q1 2026: 7,551 shares worth $913K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings.

356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

SHP Wealth Management held 7,551 shares of iShares Global 100 ETF worth $913K as of Q1 2026.
iShares Global 100 ETF was a new SHP Wealth Management position in Q1 2026.
iShares Global 100 ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #95 holding.
356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.