GJWM
IIIV icon

Gilliland Jeter Wealth Management’s i3 Verticals IIIV Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,400
Closed -$212K – 189
2025
Q4 		$212K Hold
8,400
– – 0.06% 168
2025
Q3 		$273K Hold
8,400
– – 0.08% 152
2025
Q2 		$231K Hold
8,400
– – 0.08% 163
2025
Q1 		$207K Buy
+8,400
New +$213K 0.07% 168
2024
Q4 		– Sell
-8,400
Closed -$179K – 395
2024
Q3 		$179K Hold
8,400
– – 0.06% 177
2024
Q2 		$185K Hold
8,400
– – 0.06% 170
2024
Q1 		$192K Buy
+8,400
New +$174K 0.07% 168

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Gilliland Jeter Wealth Management's IIIV Position: Q1 2026 in Review

Gilliland Jeter Wealth Management sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 8,400 shares — an estimated $212K sold.

Gilliland Jeter Wealth Management first reported a position in IIIV in Q1 2024 and held it in 7 quarters. The position peaked at $273K in Q3 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Gilliland Jeter Wealth Management reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 8,400 i3 Verticals shares in Q1 2026, an estimated $212K.
  • Gilliland Jeter Wealth Management first reported a position in i3 Verticals in Q1 2024 and held it in 7 quarters.
  • Gilliland Jeter Wealth Management's i3 Verticals position peaked at $273K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.