Wealthspire Advisors (New York)’s iShares Global 100 ETF IOO Stock Holding History

Wealthspire Advisors (New York)’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	$225K	Buy	+1,646	New	+$224K	﹤0.01%	1121
2026 Q1	–	Sell	-1,646	Closed	-$208K	–	1019
2025 Q4	$208K	Hold	1,646	–	–	﹤0.01%	959
2025 Q3	$198K	Buy	+1,646	New	+$187K	﹤0.01%	795
2019 Q1	–	Sell	-272	Closed	-$12K	–	408
2018 Q4	$12K	Buy	+272	New	+$12.4K	﹤0.01%	457

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s IOO Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,646 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IOO as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in IOO in Q4 2018 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Wealthspire Advisors (New York) held 1,646 shares of iShares Global 100 ETF worth $225K as of Q2 2026.
iShares Global 100 ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
iShares Global 100 ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1121 holding.
Wealthspire Advisors (New York) first reported a position in iShares Global 100 ETF in Q4 2018 and has held it in 4 quarters since.
379 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.