AF
IA

Advisornet Financial’s Innovative Solutions & Support IA Stock Holding History

Advisornet Financial’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$8.21K – 2331
2026
Q1 		$8.21K Hold
400
– – ﹤0.01% 1596
2025
Q4 		$7.58K Buy
+400
New +$4.56K ﹤0.01% 1629
2024
Q4 		– Sell
-700
Closed -$4.56K – 2108
2024
Q3 		$4.56K Buy
+700
New +$4.46K ﹤0.01% 1596

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Advisornet Financial's IA Position: Q2 2026 in Review

Advisornet Financial sold out of Innovative Solutions & Support (IA) in Q2 2026, closing a stake of 400 shares — an estimated $8.21K sold.

Advisornet Financial first reported a position in IA in Q3 2024 and held it in 3 quarters. The position peaked at $8.21K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Advisornet Financial reported no remaining Innovative Solutions & Support position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 400 Innovative Solutions & Support shares in Q2 2026, an estimated $8.21K.
  • Advisornet Financial first reported a position in Innovative Solutions & Support in Q3 2024 and held it in 3 quarters.
  • Advisornet Financial's Innovative Solutions & Support position peaked at $8.21K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.