R2 Capital Strategies, LLC’s iShares Global 100 ETF IOO Stock Holding History

R2 Capital Strategies, LLC’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	$2.67M	Buy	+19,546	New	+$2.66M	1.21%	23

Other funds holding IOO

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Perryman Financial Advisory Dallas, Texas $751M AUM

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

R2 Capital Strategies, LLC's IOO Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 19,546 shares worth $2.67M. The stake represents 1.21% of the portfolio and ranks #23 among its holdings.

123 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

R2 Capital Strategies, LLC held 19,546 shares of iShares Global 100 ETF worth $2.67M as of Q2 2026.
iShares Global 100 ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
iShares Global 100 ETF made up 1.21% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #23 holding.
123 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.