VAG
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VisionPoint Advisory Group’s iShares Global 100 ETF IOO Stock Holding History

VisionPoint Advisory Group’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 		$801K Sell
5,565
-594
-10% -$84.6K 0.13% 178
2026
Q2 		$841K Buy
+6,159
New +$838K 0.14% 173

Other funds holding IOO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

VisionPoint Advisory Group's IOO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Global 100 ETF (IOO) stake by 9.6% in Q3 2026, selling an estimated $84.6K and leaving 5,565 shares worth $801K. The position accounts for 0.13% of the portfolio, ranked #178.

VisionPoint Advisory Group first reported a position in IOO in Q2 2026 and has held it in 2 quarters since. The position peaked at $841K in Q2 2026. 21 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • VisionPoint Advisory Group held 5,565 shares of iShares Global 100 ETF worth $801K as of Q3 2026.
  • VisionPoint Advisory Group sold 594 iShares Global 100 ETF shares in Q3 2026, an estimated $84.6K.
  • iShares Global 100 ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #178 holding.
  • VisionPoint Advisory Group first reported a position in iShares Global 100 ETF in Q2 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's iShares Global 100 ETF position peaked at $841K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.