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 Q3	$322K	Hold	2,233	–	–	0.03%	226
2026 Q2	$305K	Hold	2,233	–	–	0.03%	232
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

TritonPoint Wealth's IOO Position: Q3 2026 in Review

TritonPoint Wealth held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 2,233 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #226.

TritonPoint Wealth first reported a position in IOO in Q2 2024 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

TritonPoint Wealth held 2,233 shares of iShares Global 100 ETF worth $322K as of Q3 2026.
TritonPoint Wealth left its iShares Global 100 ETF share count unchanged in Q3 2026.
iShares Global 100 ETF made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #226 holding.
TritonPoint Wealth first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 10 quarters since.
257 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.