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IFP Advisors’s Information Services Group III Stock Holding History

IFP Advisors’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123 Buy
30
+10
+50% +$42 ﹤0.01% 4936
2026
Q1 		$77 Sell
20
-112
-85% -$551 ﹤0.01% 4781
2025
Q4 		$763 Buy
132
+34
+35% +$191 ﹤0.01% 4157
2025
Q3 		$564 Buy
98
+36
+58% +$179 ﹤0.01% 4134
2025
Q2 		$672 Buy
62
+61
+6,100% +$263 ﹤0.01% 4344
2025
Q1 		$4 Hold
1
– – ﹤0.01% 4268
2024
Q4 		$3 Buy
+1
New +$3 ﹤0.01% 4572

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

IFP Advisors's III Position: Q2 2026 in Review

IFP Advisors increased its Information Services Group (III) stake by 50% in Q2 2026, buying an estimated $42 and bringing the position to 30 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #4936.

IFP Advisors first reported a position in III in Q4 2024 and has held it in 7 quarters since. The position peaked at $763 in Q4 2025. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • IFP Advisors held 30 shares of Information Services Group worth $123 as of Q2 2026.
  • IFP Advisors bought 10 Information Services Group shares in Q2 2026, an estimated $42.
  • Information Services Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4936 holding.
  • IFP Advisors first reported a position in Information Services Group in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Information Services Group position peaked at $763 in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.