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Strategic Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

Strategic Wealth Partners’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 		$33.9K Hold
280
– – ﹤0.01% 593
2025
Q4 		$35.5K Hold
280
– – ﹤0.01% 579
2025
Q3 		$33.6K Buy
+280
New +$31.9K ﹤0.01% 633

Other funds holding IOO

BlackRock
BlackRock New York $5.72T 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 $377B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's IOO Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 280 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Strategic Wealth Partners first reported a position in IOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.5K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Strategic Wealth Partners held 280 shares of iShares Global 100 ETF worth $33.9K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Global 100 ETF share count unchanged in Q1 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #593 holding.
  • Strategic Wealth Partners first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's iShares Global 100 ETF position peaked at $35.5K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.