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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 		$9.94M 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 		$9.52M 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 		$9.51M 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 $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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.