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Vickerman Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

Vickerman Investment Advisors’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 		$3.51M Sell
25,731
-251
-1% -$34.1K 0.68% 39
2026
Q1 		$3.14M Buy
25,982
+733
+3% +$92.5K 0.66% 41
2025
Q4 		$3.2M Sell
25,249
-209
-0.8% -$26K 0.64% 42
2025
Q3 		$3.06M Sell
25,458
-520
-2% -$59.2K 0.62% 47
2025
Q2 		$2.8M Sell
25,978
-363
-1% -$36K 0.6% 50
2025
Q1 		$2.54M Buy
26,341
+3,037
+13% +$307K 0.57% 47
2024
Q4 		$2.35M Buy
23,304
+185
+0.8% +$18.6K 0.64% 47
2024
Q3 		$2.29M Buy
23,119
+716
+3% +$69.1K 0.67% 47
2024
Q2 		$2.16M Buy
22,403
+780
+4% +$71.5K 0.69% 46
2024
Q1 		$1.93M Buy
21,623
+1,425
+7% +$121K 0.62% 46
2023
Q4 		$1.63M Buy
20,198
+1,416
+8% +$108K 0.55% 47
2023
Q3 		$1.38M Buy
18,782
+607
+3% +$46K 0.56% 49
2023
Q2 		$1.38M Buy
18,175
+1,605
+10% +$117K 0.54% 49
2023
Q1 		$1.16M Buy
16,570
+299
+2% +$20.1K 0.46% 47
2022
Q4 		$1.04M Buy
+16,271
New +$1.04M 0.47% 50

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Vickerman Investment Advisors's IOO Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its iShares Global 100 ETF (IOO) stake by 0.97% in Q2 2026, selling an estimated $34.1K and leaving 25,731 shares worth $3.51M. The position accounts for 0.68% of the portfolio, ranked #39.

Vickerman Investment Advisors first reported a position in IOO in Q4 2022 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Vickerman Investment Advisors held 25,731 shares of iShares Global 100 ETF worth $3.51M as of Q2 2026.
  • Vickerman Investment Advisors sold 251 iShares Global 100 ETF shares in Q2 2026, an estimated $34.1K.
  • iShares Global 100 ETF made up 0.68% of Vickerman Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Vickerman Investment Advisors first reported a position in iShares Global 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.