TW
IOO icon

TritonPoint Wealth’s iShares Global 100 ETF IOO Stock Holding History

TritonPoint Wealth’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 		$270K Sell
2,233
-133
-6% -$16.8K 0.03% 233
2025
Q4 		$300K Sell
2,366
-134
-5% -$16.7K 0.03% 217
2025
Q3 		$300K Sell
2,500
-50
-2% -$5.69K 0.03% 293
2025
Q2 		$275K Sell
2,550
-195
-7% -$19.4K 0.03% 291
2025
Q1 		$264K Sell
2,745
-240
-8% -$24.2K 0.03% 298
2024
Q4 		$301K Hold
2,985
– – 0.03% 273
2024
Q3 		$295K Buy
2,985
+400
+15% +$38.6K 0.03% 272
2024
Q2 		$250K Buy
+2,585
New +$237K 0.02% 277

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

TritonPoint Wealth's IOO Position: Q1 2026 in Review

TritonPoint Wealth reduced its iShares Global 100 ETF (IOO) stake by 5.6% in Q1 2026, selling an estimated $16.8K and leaving 2,233 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #233.

TritonPoint Wealth first reported a position in IOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $301K in Q4 2024. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • TritonPoint Wealth held 2,233 shares of iShares Global 100 ETF worth $270K as of Q1 2026.
  • TritonPoint Wealth sold 133 iShares Global 100 ETF shares in Q1 2026, an estimated $16.8K.
  • iShares Global 100 ETF made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #233 holding.
  • TritonPoint Wealth first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 8 quarters since.
  • TritonPoint Wealth's iShares Global 100 ETF position peaked at $301K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.