DWM
IBTA icon

Drive Wealth Management’s Ibotta IBTA Stock Holding History

Drive Wealth Management’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+6,532
New +$218K 0.04% 398

Other funds holding IBTA

SC
Saybrook Capital Winston Salem, North Carolina $400M AUM 23.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Drive Wealth Management's IBTA Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Ibotta (IBTA) in Q2 2026: 6,532 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #398 among its holdings.

25 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Drive Wealth Management held 6,532 shares of Ibotta worth $223K as of Q2 2026.
  • Ibotta was a new Drive Wealth Management position in Q2 2026.
  • Ibotta made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #398 holding.
  • 25 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.