IAM Advisory’s Akre Focus ETF AKRE Stock Holding History

IAM Advisory’s Portfolio AKRE Stock Details AKRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Hold	7,323	–	–	0.08%	81
2026 Q1	$387K	Buy	+7,323	New	+$425K	0.09%	78

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

IAM Advisory's AKRE Position: Q2 2026 in Review

IAM Advisory held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 7,323 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #81.

IAM Advisory first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

IAM Advisory held 7,323 shares of Akre Focus ETF worth $390K as of Q2 2026.
IAM Advisory left its Akre Focus ETF share count unchanged in Q2 2026.
Akre Focus ETF made up 0.08% of IAM Advisory's portfolio in Q2 2026, its #81 holding.
IAM Advisory first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.