Tower Wealth Partners
IOO icon

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

Tower 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
2025
Q2 		– Sell
-118,510
Closed -$11.4M – 90
2025
Q1 		$11.4M Sell
118,510
-11
-0% -$1.11K 6.1% 7
2024
Q4 		$11.9M Sell
118,521
-4,459
-4% -$448K 6.25% 7
2024
Q3 		$12.2M Sell
122,980
-2
-0% -$193 7.09% 7
2024
Q2 		$11.9M Sell
122,982
-1,238
-1% -$114K 7.33% 7
2024
Q1 		$11.1M Buy
124,220
+745
+0.6% +$63.2K 7.21% 6
2023
Q4 		$9.9M Sell
123,475
-3,363
-3% -$257K 7.02% 6
2023
Q3 		$9.29M Buy
126,838
+1,643
+1% +$125K 7.63% 6
2023
Q2 		$9.5M Sell
125,195
-24,652
-16% -$1.8M 7.63% 6
2023
Q1 		$10.5M Buy
149,847
+1,313
+0.9% +$88.2K 8.77% 5
2022
Q4 		$9.5M Buy
148,534
+22,776
+18% +$1.46M 8.29% 4
2022
Q3 		$8.02M Buy
125,758
+112,854
+875% +$7.49M 7.61% 6
2022
Q2 		$827K Buy
+12,904
New +$896K 1.1% 16

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
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tower Wealth Partners's IOO Position: Q2 2025 in Review

Tower Wealth Partners sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 118,510 shares — an estimated $11.4M sold.

Tower Wealth Partners first reported a position in IOO in Q2 2022 and held it in 12 quarters. The position peaked at $12.2M in Q3 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Tower Wealth Partners reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Tower Wealth Partners sold 118,510 iShares Global 100 ETF shares in Q2 2025, an estimated $11.4M.
  • Tower Wealth Partners first reported a position in iShares Global 100 ETF in Q2 2022 and held it in 12 quarters.
  • Tower Wealth Partners's iShares Global 100 ETF position peaked at $12.2M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Tower Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.