IFP Advisors
III icon

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
Q3 		$111 Sell
20
-10
-33% -$47 ﹤0.01% 4967
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

Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

IFP Advisors's III Position: Q3 2026 in Review

IFP Advisors reduced its Information Services Group (III) stake by 33% in Q3 2026, selling an estimated $47 and leaving 20 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #4967.

IFP Advisors first reported a position in III in Q4 2024 and has held it in 8 quarters since. The position peaked at $763 in Q4 2025. 41 funds tracked by Wall St. Rank hold III as of Q3 2026.

  • IFP Advisors held 20 shares of Information Services Group worth $111 as of Q3 2026.
  • IFP Advisors sold 10 Information Services Group shares in Q3 2026, an estimated $47.
  • Information Services Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4967 holding.
  • IFP Advisors first reported a position in Information Services Group in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Information Services Group position peaked at $763 in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.