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Sunbelt Securities’s iShares Global 100 ETF IOO Stock Holding History

Sunbelt Securities’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 		$51.4K Hold
425
– – ﹤0.01% 1011
2025
Q4 		$53.9K Sell
425
-21
-5% -$2.61K ﹤0.01% 976
2025
Q3 		$53.5K Sell
446
-3,871
-90% -$441K ﹤0.01% 984
2025
Q2 		$435K Buy
4,317
+3,873
+872% +$384K 0.04% 383
2025
Q1 		$42.7K Sell
444
-3,873
-90% -$391K ﹤0.01% 946
2024
Q4 		$438K Buy
4,317
+106
+3% +$10.6K 0.04% 385
2024
Q3 		$418K Buy
4,211
+4,182
+14,421% +$404K 0.04% 396
2024
Q2 		$2.81K Hold
29
– – ﹤0.01% 1492
2024
Q1 		$2.6K Sell
29
-302
-91% -$25.6K ﹤0.01% 1476
2023
Q4 		$26.6K Buy
331
+2
+0.6% +$153 ﹤0.01% 958
2023
Q3 		$24.1K Sell
329
-65
-16% -$4.93K ﹤0.01% 965
2023
Q2 		$30K Hold
394
– – ﹤0.01% 912
2023
Q1 		$27.3K Buy
+394
New +$26.5K ﹤0.01% 879

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

Sunbelt Securities's IOO Position: Q1 2026 in Review

Sunbelt Securities held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 425 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Sunbelt Securities first reported a position in IOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $438K in Q4 2024. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Sunbelt Securities held 425 shares of iShares Global 100 ETF worth $51.4K as of Q1 2026.
  • Sunbelt Securities left its iShares Global 100 ETF share count unchanged in Q1 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1011 holding.
  • Sunbelt Securities first reported a position in iShares Global 100 ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares Global 100 ETF position peaked at $438K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.