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Steward Partners Investment Advisory’s iShares Global 100 ETF IOO Stock Holding History

Steward Partners Investment Advisory’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 		$2.51M Sell
18,407
-414
-2% -$56.3K 0.01% 819
2026
Q1 		$2.28M Sell
18,821
-590
-3% -$74.4K 0.01% 806
2025
Q4 		$2.46M Buy
19,411
+606
+3% +$75.3K 0.01% 707
2025
Q3 		$2.26M Sell
18,805
-230
-1% -$26.2K 0.01% 735
2025
Q2 		$2.05M Buy
19,035
+314
+2% +$31.2K 0.02% 710
2025
Q1 		$1.8M Buy
18,721
+12
+0.1% +$1.21K 0.02% 690
2024
Q4 		$1.89M Sell
18,709
-59
-0.3% -$5.92K 0.02% 660
2024
Q3 		$1.86M Buy
18,768
+86
+0.5% +$8.3K 0.02% 654
2024
Q2 		$1.8M Buy
18,682
+108
+0.6% +$9.9K 0.02% 619
2024
Q1 		$1.66M Sell
18,574
-418
-2% -$35.4K 0.02% 632
2023
Q4 		$1.53M Buy
18,992
+83
+0.4% +$6.35K 0.02% 582
2023
Q3 		$1.38M Sell
18,909
-287
-1% -$21.8K 0.02% 567
2023
Q2 		$1.46M Sell
19,196
-465
-2% -$34K 0.02% 566
2023
Q1 		$1.38M Sell
19,661
-1,040
-5% -$69.8K 0.02% 577
2022
Q4 		$1.33M Sell
20,701
-265
-1% -$17K 0.02% 573
2022
Q3 		$1.25M Buy
20,966
+99
+0.5% +$6.57K 0.02% 552
2022
Q2 		$1.34M Sell
20,867
-84
-0.4% -$5.83K 0.02% 554
2022
Q1 		$1.59M Sell
20,951
-1
-0% -$75 0.02% 553
2021
Q4 		$1.63M Buy
20,952
+885
+4% +$67K 0.02% 550
2021
Q3 		$1.43M Buy
20,067
+1,108
+6% +$81.1K 0.02% 545
2021
Q2 		$1.35M Buy
18,959
+1,887
+11% +$131K 0.02% 571
2021
Q1 		$1.13M Buy
+17,072
New +$1.11M 0.02% 606

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

Steward Partners Investment Advisory's IOO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Global 100 ETF (IOO) stake by 2.2% in Q2 2026, selling an estimated $56.3K and leaving 18,407 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #819.

Steward Partners Investment Advisory first reported a position in IOO in Q1 2021 and has held it in 22 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Steward Partners Investment Advisory held 18,407 shares of iShares Global 100 ETF worth $2.51M as of Q2 2026.
  • Steward Partners Investment Advisory sold 414 iShares Global 100 ETF shares in Q2 2026, an estimated $56.3K.
  • iShares Global 100 ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #819 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Global 100 ETF in Q1 2021 and has held it in 22 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.