Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Information Services Group III Stock Holding History

Ashton Thomas Private Wealth’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,714
Closed -$48.1K – 1720
2026
Q2 		$48.1K Buy
11,714
+604
+5% +$2.53K ﹤0.01% 1367
2026
Q1 		$42.7K Buy
+11,110
New +$54.7K ﹤0.01% 1285
2024
Q3 		– Sell
-173
Closed -$509 – 1204
2024
Q2 		$509 Buy
+173
New +$581 ﹤0.01% 1895

Other funds holding III

Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Ashton Thomas Private Wealth's III Position: Q3 2026 in Review

Ashton Thomas Private Wealth sold out of Information Services Group (III) in Q3 2026, closing a stake of 11,714 shares — an estimated $48.1K sold.

Ashton Thomas Private Wealth first reported a position in III in Q2 2024 and held it in 3 quarters. The position peaked at $48.1K in Q2 2026. 108 funds tracked by Wall St. Rank hold III as of Q3 2026.

  • Ashton Thomas Private Wealth reported no remaining Information Services Group position as of Q3 2026 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 11,714 Information Services Group shares in Q3 2026, an estimated $48.1K.
  • Ashton Thomas Private Wealth first reported a position in Information Services Group in Q2 2024 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Information Services Group position peaked at $48.1K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.