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IFG Advisory’s Worthington Steel WS Stock Holding History

IFG Advisory’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$479K Buy
14,278
+2,278
+19% +$87.3K 0.02% 625
2026
Q1 		$364K Buy
+12,000
New +$465K 1.04% 14
2025
Q4 		– Sell
-15,178
Closed -$461K – 810
2025
Q3 		$461K Hold
15,178
– – 0.02% 510
2025
Q2 		$453K Buy
15,178
+3,178
+26% +$81.8K 0.02% 485
2025
Q1 		$304K Hold
12,000
– – 0.02% 559
2024
Q4 		$382K Sell
12,000
-3,354
-22% -$131K 0.02% 478
2024
Q3 		$522K Sell
15,354
-152
-1% -$5.22K 0.03% 330
2024
Q2 		$517K Buy
15,506
+3,506
+29% +$115K 0.03% 394
2024
Q1 		$430K Hold
12,000
– – 0.03% 323
2023
Q4 		$337K Buy
+12,000
New +$329K 0.02% 452

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFG Advisory's WS Position: Q2 2026 in Review

IFG Advisory increased its Worthington Steel (WS) stake by 19% in Q2 2026, buying an estimated $87.3K and bringing the position to 14,278 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #625.

IFG Advisory first reported a position in WS in Q4 2023 and has held it in 10 quarters since. The position peaked at $522K in Q3 2024. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • IFG Advisory held 14,278 shares of Worthington Steel worth $479K as of Q2 2026.
  • IFG Advisory bought 2,278 Worthington Steel shares in Q2 2026, an estimated $87.3K.
  • Worthington Steel made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #625 holding.
  • IFG Advisory first reported a position in Worthington Steel in Q4 2023 and has held it in 10 quarters since.
  • IFG Advisory's Worthington Steel position peaked at $522K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.