AF
IAS

Allworth Financial’s Integral Ad Science IAS Stock Holding History

Allworth Financial’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-342
Closed -$3.48K – 5145
2025
Q3 		$3.48K Buy
342
+136
+66% +$1.18K ﹤0.01% 3740
2025
Q2 		$1.71K Buy
206
+193
+1,485% +$1.47K ﹤0.01% 3775
2025
Q1 		$90 Sell
13
-102
-89% -$1.02K ﹤0.01% 3958
2024
Q4 		$1.16K Buy
115
+50
+77% +$548 ﹤0.01% 3346
2024
Q3 		$703 Hold
65
– – ﹤0.01% 3339
2024
Q2 		$667 Buy
65
+26
+67% +$249 ﹤0.01% 3290
2024
Q1 		$389 Hold
39
– – ﹤0.01% 3347
2023
Q4 		$562 Sell
39
-10
-20% -$134 ﹤0.01% 3108
2023
Q3 		$583 Buy
49
+10
+26% +$155 ﹤0.01% 3005
2023
Q2 		$702 Hold
39
– – ﹤0.01% 2825
2023
Q1 		$557 Hold
39
– – ﹤0.01% 2821
2022
Q4 		$343 Buy
+39
New +$331 ﹤0.01% 2713

Other funds holding IAS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's IAS Position: Q4 2025 in Review

Allworth Financial sold out of Integral Ad Science (IAS) in Q4 2025, closing a stake of 342 shares — an estimated $3.48K sold.

Allworth Financial first reported a position in IAS in Q4 2022 and held it in 12 quarters. The position peaked at $3.48K in Q3 2025. 2 funds tracked by Wall St. Rank hold IAS as of Q4 2025.

  • Allworth Financial reported no remaining Integral Ad Science position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 342 Integral Ad Science shares in Q4 2025, an estimated $3.48K.
  • Allworth Financial first reported a position in Integral Ad Science in Q4 2022 and held it in 12 quarters.
  • Allworth Financial's Integral Ad Science position peaked at $3.48K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.