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Visionary Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Visionary Wealth 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
Q1 		$1.31M Buy
10,849
+391
+4% +$49.3K 0.06% 234
2025
Q4 		$1.32M Sell
10,458
-443
-4% -$55.1K 0.06% 235
2025
Q3 		$1.31M Sell
10,901
-10,488
-49% -$1.19M 0.06% 242
2025
Q2 		$2.31M Buy
21,389
+1,735
+9% +$172K 0.12% 177
2025
Q1 		$1.89M Sell
19,654
-781
-4% -$78.9K 0.11% 180
2024
Q4 		$2.06M Sell
20,435
-84
-0.4% -$8.43K 0.12% 162
2024
Q3 		$2.03M Buy
20,519
+2,162
+12% +$209K 0.12% 174
2024
Q2 		$1.77M Buy
18,357
+8,842
+93% +$811K 0.12% 181
2024
Q1 		$851K Buy
9,515
+325
+4% +$27.6K 0.06% 249
2023
Q4 		$740K Buy
9,190
+790
+9% +$60.4K 0.05% 262
2023
Q3 		$615K Buy
8,400
+1,117
+15% +$84.7K 0.05% 268
2023
Q2 		$554K Sell
7,283
-228
-3% -$16.7K 0.04% 280
2023
Q1 		$526K Buy
7,511
+23
+0.3% +$1.54K 0.04% 277
2022
Q4 		$480K Buy
7,488
+283
+4% +$18.2K 0.04% 246
2022
Q3 		$429K Buy
7,205
+2,310
+47% +$153K 0.04% 247
2022
Q2 		$314K Buy
4,895
+1,288
+36% +$89.4K 0.03% 315
2022
Q1 		$274K Buy
3,607
+764
+27% +$57.2K 0.02% 352
2021
Q4 		$222K Buy
+2,843
New +$215K 0.02% 348

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

Visionary Wealth Advisors's IOO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Global 100 ETF (IOO) stake by 3.7% in Q1 2026, buying an estimated $49.3K and bringing the position to 10,849 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #234.

Visionary Wealth Advisors first reported a position in IOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.31M in Q2 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Visionary Wealth Advisors held 10,849 shares of iShares Global 100 ETF worth $1.31M as of Q1 2026.
  • Visionary Wealth Advisors bought 391 iShares Global 100 ETF shares in Q1 2026, an estimated $49.3K.
  • iShares Global 100 ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q1 2026, its #234 holding.
  • Visionary Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's iShares Global 100 ETF position peaked at $2.31M in Q2 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.