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

Spire 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 Q2	$5.46K	Hold	40	–	–	﹤0.01%	1813
2026 Q1	$4.84K	Hold	40	–	–	﹤0.01%	1851
2025 Q4	$5.07K	Buy	+40	New	+$4.97K	﹤0.01%	1909
2023 Q4	–	Sell	-200	Closed	-$14.6K	–	2415
2023 Q3	$14.6K	Hold	200	–	–	﹤0.01%	1614
2023 Q2	$15.2K	Hold	200	–	–	﹤0.01%	1684
2023 Q1	$14K	Buy	+200	New	+$13.4K	﹤0.01%	1737
2022 Q3	–	Sell	-200	Closed	-$13K	–	2387
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	1834
2022 Q1	$15K	Buy	+200	New	+$15K	﹤0.01%	1899

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

Spire Wealth Management's IOO Position: Q2 2026 in Review

Spire Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 40 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Spire Wealth Management first reported a position in IOO in Q1 2022 and has held it in 8 quarters since. The position peaked at $15.2K in Q2 2023. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Spire Wealth Management held 40 shares of iShares Global 100 ETF worth $5.46K as of Q2 2026.
Spire Wealth Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1813 holding.
Spire Wealth Management first reported a position in iShares Global 100 ETF in Q1 2022 and has held it in 8 quarters since.
Spire Wealth Management's iShares Global 100 ETF position peaked at $15.2K in Q2 2023.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

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