IFP Advisors
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
Q3 		$47K Sell
466
-134
-22% -$13.8K ﹤0.01% 2432
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% +$2.18K ﹤0.01% 2938
2022
Q3 		$21K Hold
303
– – ﹤0.01% 3050
2022
Q2 		$21K Hold
303
– – ﹤0.01% 2809
2022
Q1 		$21K Buy
303
+231
+321% +$20K ﹤0.01% 2807
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFP Advisors's TW Position: Q3 2026 in Review

IFP Advisors reduced its Tradeweb Markets (TW) stake by 22% in Q3 2026, selling an estimated $13.8K and leaving 466 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

IFP Advisors first reported a position in TW in Q3 2020 and has held it in 22 quarters since. The position peaked at $223K in Q2 2025. 182 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • IFP Advisors held 466 shares of Tradeweb Markets worth $47K as of Q3 2026.
  • IFP Advisors sold 134 Tradeweb Markets shares in Q3 2026, an estimated $13.8K.
  • Tradeweb Markets made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2432 holding.
  • IFP Advisors first reported a position in Tradeweb Markets in Q3 2020 and has held it in 22 quarters since.
  • IFP Advisors's Tradeweb Markets position peaked at $223K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

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