WPWealth’s iShares Global 100 ETF IOO Stock Holding History

WPWealth’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	$630K	Hold	4,610	–	–	0.09%	58
2026 Q1	$558K	Hold	4,610	–	–	0.09%	62
2025 Q4	$584K	Hold	4,610	–	–	0.09%	59
2025 Q3	$553K	Hold	4,610	–	–	0.09%	59
2025 Q2	$497K	Hold	4,610	–	–	0.09%	59
2025 Q1	$444K	Hold	4,610	–	–	0.09%	59
2024 Q4	$465K	Hold	4,610	–	–	0.09%	57
2024 Q3	$457K	Hold	4,610	–	–	0.09%	53
2024 Q2	$445K	Hold	4,610	–	–	0.11%	45
2024 Q1	$412K	Hold	4,610	–	–	0.11%	44
2023 Q4	$371K	Hold	4,610	–	–	0.11%	47
2023 Q3	$338K	Hold	4,610	–	–	0.13%	45
2023 Q2	$351K	Hold	4,610	–	–	0.15%	40
2023 Q1	$323K	Hold	4,610	–	–	0.15%	35
2022 Q4	$295K	Buy	+4,610	New	+$296K	0.15%	30

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

WPWealth's IOO Position: Q2 2026 in Review

WPWealth held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 4,610 shares worth $630K. The position accounts for 0.09% of the portfolio, ranked #58.

WPWealth first reported a position in IOO in Q4 2022 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

WPWealth held 4,610 shares of iShares Global 100 ETF worth $630K as of Q2 2026.
WPWealth left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.09% of WPWealth's portfolio in Q2 2026, its #58 holding.
WPWealth first reported a position in iShares Global 100 ETF in Q4 2022 and has held it in 15 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.