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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
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
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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 $8.93B AUM 25.13% 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

Wealthspire Advisors (New York)'s IOO Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 1,646 shares — an estimated $208K sold.

Wealthspire Advisors (New York) first reported a position in IOO in Q4 2018 and held it in 3 quarters. The position peaked at $208K in Q4 2025. 356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,646 iShares Global 100 ETF shares in Q1 2026, an estimated $208K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global 100 ETF in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s iShares Global 100 ETF position peaked at $208K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.