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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return