IA
PLUS icon

IFP Advisors’s ePlus PLUS Stock Holding History

IFP Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.99K Hold
60
– – ﹤0.01% 3792
2026
Q1 		$4.51K Hold
60
– – ﹤0.01% 3587
2025
Q4 		$5.26K Hold
60
– – ﹤0.01% 3387
2025
Q3 		$4.26K Sell
60
-4
-6% -$282 ﹤0.01% 3344
2025
Q2 		$4.61K Buy
+64
New +$4.21K ﹤0.01% 3445
2025
Q1 		– Sell
-1
Closed -$74 – 4556
2024
Q4 		$74 Buy
+1
New +$87 ﹤0.01% 4136
2023
Q1 		– Sell
-219
Closed -$20K – 4171
2022
Q4 		$20K Buy
219
+72
+49% +$3.36K ﹤0.01% 2887
2022
Q3 		$24K Sell
147
-59
-29% -$2.89K ﹤0.01% 2933
2022
Q2 		$30K Hold
206
– – ﹤0.01% 2532
2022
Q1 		$30K Buy
+206
New +$10.2K ﹤0.01% 2532
2020
Q1 		– Sell
-56
Closed -$2.13K – 2944
2019
Q4 		$2K Buy
+56
New +$2.28K ﹤0.01% 2537
2017
Q1 		– Sell
-1,948
Closed -$56K – 4095
2016
Q4 		$56K Sell
1,948
-32
-2% -$830 ﹤0.01% 1820
2016
Q3 		$47K Buy
1,980
+20
+1% +$435 ﹤0.01% 1859
2016
Q2 		$40K Buy
+1,960
New +$40.7K ﹤0.01% 1913
2016
Q1 		– Sell
-1,740
Closed -$41K – 3147
2015
Q4 		$41K Buy
+1,740
New +$39.1K ﹤0.01% 1736

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IFP Advisors's PLUS Position: Q2 2026 in Review

IFP Advisors held its ePlus (PLUS) position steady in Q2 2026 at 60 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

IFP Advisors first reported a position in PLUS in Q4 2015 and has held it in 15 quarters since. The position peaked at $56K in Q4 2016. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • IFP Advisors held 60 shares of ePlus worth $4.99K as of Q2 2026.
  • IFP Advisors left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3792 holding.
  • IFP Advisors first reported a position in ePlus in Q4 2015 and has held it in 15 quarters since.
  • IFP Advisors's ePlus position peaked at $56K in Q4 2016.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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