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iShares S&P Global 100 Index shares owned by GeoWealth Management

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 13k 120.01
2023-03-31 $529k 7.6k 70.01
2021-12-31 $325k 4.2k 78.13

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Morgan Stanley
Raymond James Financial
Stephens
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
H D Vest Advisory Services
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Ameriprise Financial

View all funds holding iShares S&P Global 100 Index