IA
TW icon

IFP Advisors’s Tradeweb Markets TW Stock Holding History

IFP Advisors’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.8K Buy
600
+128
+27% +$13.9K ﹤0.01% 2290
2026
Q1 		$55.5K Sell
472
-49
-9% -$5.61K ﹤0.01% 2182
2025
Q4 		$56K Sell
521
-884
-63% -$94.9K ﹤0.01% 2133
2025
Q3 		$156K Sell
1,405
-117
-8% -$15K ﹤0.01% 1416
2025
Q2 		$223K Buy
1,522
+612
+67% +$85.4K 0.01% 1222
2025
Q1 		$135K Buy
910
+640
+237% +$85.1K ﹤0.01% 1360
2024
Q4 		$35.6K Sell
270
-290
-52% -$38.2K ﹤0.01% 1998
2024
Q3 		$69.4K Buy
560
+28
+5% +$3.17K ﹤0.01% 1571
2024
Q2 		$56.5K Sell
532
-1,075
-67% -$114K ﹤0.01% 1621
2024
Q1 		$167K Buy
1,607
+1,411
+720% +$142K 0.01% 1084
2023
Q4 		$17.9K Buy
196
+2
+1% +$179 ﹤0.01% 1962
2023
Q3 		$15.6K Hold
194
– – ﹤0.01% 2059
2023
Q2 		$13.3K Hold
194
– – ﹤0.01% 2190
2023
Q1 		$6.96K Sell
194
-146
-43% -$10.6K ﹤0.01% 2433
2022
Q4 		$19K Buy
340
+37
+12% +$2.17K ﹤0.01% 2938
2022
Q3 		$21K Hold
303
– – ﹤0.01% 3051
2022
Q2 		$21K Hold
303
– – ﹤0.01% 2808
2022
Q1 		$21K Buy
303
+231
+321% +$20K ﹤0.01% 2808
2021
Q4 		$8K Buy
+72
New +$6.64K ﹤0.01% 2314
2021
Q1 		– Sell
-2,440
Closed -$168K – 3230
2020
Q4 		$148K Buy
2,440
+156
+7% +$9.43K 0.01% 942
2020
Q3 		$134K Buy
+2,284
New +$126K 0.01% 859

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

IFP Advisors's TW Position: Q2 2026 in Review

IFP Advisors increased its Tradeweb Markets (TW) stake by 27% in Q2 2026, buying an estimated $13.9K and bringing the position to 600 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

IFP Advisors first reported a position in TW in Q3 2020 and has held it in 21 quarters since. The position peaked at $223K in Q2 2025. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • IFP Advisors held 600 shares of Tradeweb Markets worth $59.8K as of Q2 2026.
  • IFP Advisors bought 128 Tradeweb Markets shares in Q2 2026, an estimated $13.9K.
  • Tradeweb Markets made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2290 holding.
  • IFP Advisors first reported a position in Tradeweb Markets in Q3 2020 and has held it in 21 quarters since.
  • IFP Advisors's Tradeweb Markets position peaked at $223K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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