SWP
IOO icon

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

Stratos 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
Q2 		$2.83M Buy
20,747
+7,682
+59% +$1.05M 0.03% 495
2026
Q1 		$1.58M Buy
13,065
+1,632
+14% +$206K 0.02% 637
2025
Q4 		$1.45M Sell
11,433
-106
-0.9% -$13.2K 0.02% 640
2025
Q3 		$1.38M Buy
11,539
+753
+7% +$85.7K 0.02% 643
2025
Q2 		$1.16M Sell
10,786
-4
-0% -$397 0.02% 643
2025
Q1 		$1.04M Sell
10,790
-1,492
-12% -$151K 0.02% 646
2024
Q4 		$1.24M Buy
12,282
+66
+0.5% +$6.63K 0.02% 618
2024
Q3 		$1.21M Buy
12,216
+2,420
+25% +$234K 0.02% 608
2024
Q2 		$946K Buy
9,796
+822
+9% +$75.4K 0.02% 668
2024
Q1 		$802K Sell
8,974
-4,947
-36% -$419K 0.01% 723
2023
Q4 		$1.12M Sell
13,921
-784
-5% -$60K 0.02% 578
2023
Q3 		$1.08M Buy
14,705
+5,213
+55% +$395K 0.02% 548
2023
Q2 		$722K Buy
9,492
+2,199
+30% +$161K 0.02% 639
2023
Q1 		$511K Sell
7,293
-2,173
-23% -$146K 0.01% 694
2022
Q4 		$606K Sell
9,466
-8,397
-47% -$539K 0.02% 656
2022
Q3 		$1.06M Buy
17,863
+1,769
+11% +$117K 0.03% 466
2022
Q2 		$1.03M Buy
16,094
+5,617
+54% +$390K 0.03% 504
2022
Q1 		$797K Buy
10,477
+286
+3% +$21.4K 0.02% 633
2021
Q4 		$795K Buy
10,191
+88
+0.9% +$6.66K 0.02% 634
2021
Q3 		$719K Buy
10,103
+724
+8% +$53K 0.02% 635
2021
Q2 		$666K Buy
9,379
+2,364
+34% +$165K 0.02% 678
2021
Q1 		$463K Buy
7,015
+2,034
+41% +$132K 0.01% 733
2020
Q4 		$313K Buy
+4,981
New +$296K 0.01% 836
2018
Q4 		– Sell
-160
Closed -$8K – 1632
2018
Q3 		$8K Buy
+160
New +$7.65K ﹤0.01% 2273
2018
Q2 		– Sell
-266
Closed -$12K – 1755
2018
Q1 		$12K Hold
266
– – ﹤0.01% 2228
2017
Q4 		$12K Buy
+266
New +$12.1K ﹤0.01% 2082

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

Stratos Wealth Partners's IOO Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Global 100 ETF (IOO) stake by 59% in Q2 2026, buying an estimated $1.05M and bringing the position to 20,747 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #495.

Stratos Wealth Partners first reported a position in IOO in Q4 2017 and has held it in 26 quarters since. 379 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Stratos Wealth Partners held 20,747 shares of iShares Global 100 ETF worth $2.83M as of Q2 2026.
  • Stratos Wealth Partners bought 7,682 iShares Global 100 ETF shares in Q2 2026, an estimated $1.05M.
  • iShares Global 100 ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Stratos Wealth Partners first reported a position in iShares Global 100 ETF in Q4 2017 and has held it in 26 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.