Weaver Consulting Group’s iShares Global 100 ETF IOO Stock Holding History

Weaver Consulting 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	$722K	Hold	5,014	–	–	0.14%	132
2026 Q2	$685K	Hold	5,014	–	–	0.14%	128
2026 Q1	$607K	Buy	5,014 +98	+2%	+$12.4K	0.14%	123
2025 Q4	$623K	Hold	4,916	–	–	0.15%	119
2025 Q3	$590K	Hold	4,916	–	–	0.15%	124
2025 Q2	$530K	Sell	4,916 -374	-7%	-$37.1K	0.15%	121
2025 Q1	$509K	Sell	5,290 -26	-0.5%	-$2.63K	0.15%	118
2024 Q4	$536K	Hold	5,316	–	–	0.16%	110
2024 Q3	$527K	Hold	5,316	–	–	0.17%	109
2024 Q2	$513K	Hold	5,316	–	–	0.18%	103
2024 Q1	$475K	Sell	5,316 -236	-4%	-$20K	0.18%	107
2023 Q4	$447K	Buy	5,552 +621	+13%	+$47.5K	0.18%	101
2023 Q3	$361K	Hold	4,931	–	–	0.16%	114
2023 Q2	$375K	Hold	4,931	–	–	0.17%	109
2023 Q1	$345K	Hold	4,931	–	–	0.16%	119
2022 Q4	$316K	Hold	4,931	–	–	0.16%	125
2022 Q3	$293K	Hold	4,931	–	–	0.17%	117
2022 Q2	$316K	Buy	4,931 +300	+6%	+$20.8K	0.18%	114
2022 Q1	$352K	Hold	4,631	–	–	0.17%	117
2021 Q4	$361K	Hold	4,631	–	–	0.17%	111
2021 Q3	$329K	Buy	4,631 +100	+2%	+$7.32K	0.18%	107
2021 Q2	$322K	Buy	4,531 +96	+2%	+$6.69K	0.18%	106
2021 Q1	$293K	Hold	4,435	–	–	0.18%	101
2020 Q4	$279K	Hold	4,435	–	–	0.17%	105
2020 Q3	$250K	Hold	4,435	–	–	0.14%	104
2020 Q2	$234K	Buy	4,435 +105	+2%	+$5.25K	0.14%	105
2020 Q1	$193K	Buy	4,330 +225	+5%	+$11.5K	0.13%	108
2019 Q4	$203K	Hold	4,105	–	–	0.11%	111
2019 Q3	$203K	Hold	4,105	–	–	0.11%	102
2019 Q2	$200K	Hold	4,105	–	–	0.11%	100
2019 Q1	$200K	Buy	+4,105	New	+$187K	0.06%	220

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

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Weaver Consulting Group's IOO Position: Q3 2026 in Review

Weaver Consulting Group held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 5,014 shares worth $722K. The position accounts for 0.14% of the portfolio, ranked #132.

Weaver Consulting Group first reported a position in IOO in Q1 2019 and has held it in 31 quarters since. 21 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Weaver Consulting Group held 5,014 shares of iShares Global 100 ETF worth $722K as of Q3 2026.
Weaver Consulting Group left its iShares Global 100 ETF share count unchanged in Q3 2026.
iShares Global 100 ETF made up 0.14% of Weaver Consulting Group's portfolio in Q3 2026, its #132 holding.
Weaver Consulting Group first reported a position in iShares Global 100 ETF in Q1 2019 and has held it in 31 quarters since.
21 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.