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

Vawter 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	$478K	Hold	3,500	–	–	0.18%	68
2026 Q1	$423K	Hold	3,500	–	–	0.18%	73
2025 Q4	$443K	Hold	3,500	–	–	0.19%	72
2025 Q3	$420K	Buy	+3,500	New	+$398K	0.19%	76

Other funds holding IOO

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Vawter Financial's IOO Position: Q2 2026 in Review

Vawter Financial held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 3,500 shares worth $478K. The position accounts for 0.18% of the portfolio, ranked #68.

Vawter Financial first reported a position in IOO in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Vawter Financial held 3,500 shares of iShares Global 100 ETF worth $478K as of Q2 2026.
Vawter Financial left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.18% of Vawter Financial's portfolio in Q2 2026, its #68 holding.
Vawter Financial first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 4 quarters since.
168 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.