IWM
BR icon

IHT Wealth Management’s Broadridge BR Stock Holding History

IHT Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-888
Closed -$215K – 1155
2025
Q1 		$215K Buy
+888
New +$209K 0.01% 999
2024
Q4 		– Sell
-1,340
Closed -$288K – 1090
2024
Q3 		$288K Buy
+1,340
New +$280K 0.01% 925
2018
Q2 		– Sell
-288
Closed -$31K – 538
2018
Q1 		$31K Hold
288
– – 0.01% 823
2017
Q4 		$27K Hold
288
– – 0.01% 895
2017
Q3 		$24K Sell
288
-44
-13% -$3.39K 0.01% 715
2017
Q2 		$2 Buy
332
+204
+159% +$14.7K ﹤0.01% 1205
2017
Q1 		$9K Sell
128
-146
-53% -$9.9K 0.01% 866
2016
Q4 		$18K Buy
+274
New +$17.8K 0.01% 666

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return