Y-Intercept (HK)’s iShares Global 100 ETF IOO Stock Holding History

Y-Intercept (HK)’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	$502K	Buy	+3,676	New	+$500K	0.01%	1312

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

Y-Intercept (HK)'s IOO Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 3,676 shares worth $502K. The stake represents 0.01% of the portfolio and ranks #1312 among its holdings.

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

Y-Intercept (HK) held 3,676 shares of iShares Global 100 ETF worth $502K as of Q2 2026.
iShares Global 100 ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares Global 100 ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1312 holding.
123 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.