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Symphony Financial’s iShares Global 100 ETF IOO Stock Holding History

Symphony Financial’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 		$380K Buy
2,808
+124
+5% +$16.9K 0.04% 230
2026
Q1 		$319K Buy
2,684
+318
+13% +$40.1K 0.04% 222
2025
Q4 		$301K Buy
+2,366
New +$294K 0.04% 224

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Symphony Financial's IOO Position: Q2 2026 in Review

Symphony Financial increased its iShares Global 100 ETF (IOO) stake by 4.6% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,808 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #230.

Symphony Financial first reported a position in IOO in Q4 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Symphony Financial held 2,808 shares of iShares Global 100 ETF worth $380K as of Q2 2026.
  • Symphony Financial bought 124 iShares Global 100 ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Global 100 ETF made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #230 holding.
  • Symphony Financial first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.