IWM
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Iams Wealth Management’s Visa V Stock Holding History

Iams Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$871K Buy
2,538
+490
+24% +$157K 0.26% 110
2026
Q1 		$619K Buy
2,048
+924
+82% +$297K 0.22% 117
2025
Q4 		$394K Buy
1,124
+108
+11% +$36.8K 0.14% 135
2025
Q3 		$347K Buy
1,016
+413
+68% +$143K 0.14% 142
2025
Q2 		$214K Sell
603
-1,171
-66% -$408K 0.1% 158
2025
Q1 		$622K Buy
1,774
+370
+26% +$125K 0.28% 96
2024
Q4 		$444K Sell
1,404
-71
-5% -$21.4K 0.2% 117
2024
Q3 		$406K Buy
1,475
+326
+28% +$88.1K 0.2% 107
2024
Q2 		$302K Buy
+1,149
New +$315K 0.17% 119
2024
Q1 		– Sell
-1,006
Closed -$262K – 129
2023
Q4 		$262K Buy
+1,006
New +$248K 0.17% 101

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Iams Wealth Management's V Position: Q2 2026 in Review

Iams Wealth Management increased its Visa (V) stake by 24% in Q2 2026, buying an estimated $157K and bringing the position to 2,538 shares worth $871K. The position accounts for 0.26% of the portfolio, ranked #110.

Iams Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Iams Wealth Management held 2,538 shares of Visa worth $871K as of Q2 2026.
  • Iams Wealth Management bought 490 Visa shares in Q2 2026, an estimated $157K.
  • Visa made up 0.26% of Iams Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Iams Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.