Whelan Financial
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Whelan Financial’s iShares Global 100 ETF IOO Stock Holding History

Whelan Financial’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 		$7.14M Buy
49,579
+1,004
+2% +$143K 1.85% 11
2026
Q2 		$6.64M Buy
48,575
+4,124
+9% +$561K 1.81% 11
2026
Q1 		$5.38M Buy
44,451
+3,548
+9% +$448K 1.67% 11
2025
Q4 		$5.18M Buy
40,903
+3,519
+9% +$438K 1.62% 12
2025
Q3 		$4.49M Sell
37,384
-87
-0.2% -$9.9K 1.42% 12
2025
Q2 		$4.04M Sell
37,471
-8,096
-18% -$804K 1.46% 12
2025
Q1 		$4.39M Sell
45,567
-15
-0% -$1.52K 1.71% 10
2024
Q4 		$4.59M Buy
45,582
+1,096
+2% +$110K 1.81% 10
2024
Q3 		$4.41M Buy
44,486
+1,869
+4% +$180K 1.82% 10
2024
Q2 		$4.12M Buy
42,617
+1,352
+3% +$124K 1.84% 10
2024
Q1 		$3.69M Buy
41,265
+1,916
+5% +$162K 1.68% 9
2023
Q4 		$3.17M Buy
39,349
+6,052
+18% +$463K 1.48% 10
2023
Q3 		$2.44M Buy
33,297
+6,362
+24% +$482K 1.29% 10
2023
Q2 		$2.05M Buy
26,935
+5,423
+25% +$396K 1.07% 10
2023
Q1 		$1.51M Buy
21,512
+3,992
+23% +$268K 0.84% 11
2022
Q4 		$1.12M Buy
17,520
+12,566
+254% +$806K 0.68% 14
2022
Q3 		$295K Buy
+4,954
New +$329K 0.2% 19

Other funds holding IOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Whelan Financial's IOO Position: Q3 2026 in Review

Whelan Financial increased its iShares Global 100 ETF (IOO) stake by 2.1% in Q3 2026, buying an estimated $143K and bringing the position to 49,579 shares worth $7.14M. The position accounts for 1.85% of the portfolio, ranked #11.

Whelan Financial first reported a position in IOO in Q3 2022 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Whelan Financial held 49,579 shares of iShares Global 100 ETF worth $7.14M as of Q3 2026.
  • Whelan Financial bought 1,004 iShares Global 100 ETF shares in Q3 2026, an estimated $143K.
  • iShares Global 100 ETF made up 1.85% of Whelan Financial's portfolio in Q3 2026, its #11 holding.
  • Whelan Financial first reported a position in iShares Global 100 ETF in Q3 2022 and has held it in 17 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.