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HRT Financial’s i3 Verticals IIIV Stock Holding History

HRT Financial’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 		$802K Buy
+35,874
New +$835K ﹤0.01% 2193
2025
Q1 		– Sell
-29,594
Closed -$681K – 2936
2024
Q4 		$681K Buy
29,594
+4,939
+20% +$116K ﹤0.01% 1285
2024
Q3 		$525K Buy
24,655
+3,115
+14% +$69.9K ﹤0.01% 1564
2024
Q2 		$475K Buy
+21,540
New +$454K ﹤0.01% 1323
2020
Q4 		– Sell
-8,298
Closed -$209K – 2141
2020
Q3 		$209K Buy
+8,298
New +$222K 0.01% 1341

Other funds holding IIIV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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 $145B AUM 34.61% 1-Year Est. Return