IWM
CFA icon

IHT Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

IHT Wealth Management’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798K Hold
8,719
– – 0.02% 646
2025
Q4 		$796K Hold
8,719
– – 0.02% 603
2025
Q3 		$793K Hold
8,719
– – 0.02% 601
2025
Q2 		$767K Sell
8,719
-74
-0.8% -$6.21K 0.02% 572
2025
Q1 		$742K Sell
8,793
-1,003
-10% -$86.5K 0.02% 551
2024
Q4 		$832K Hold
9,796
– – 0.03% 518
2024
Q3 		$847K Hold
9,796
– – 0.02% 546
2024
Q2 		$779K Sell
9,796
-820
-8% -$65K 0.03% 499
2024
Q1 		$864K Buy
10,616
+741
+8% +$57K 0.03% 469
2023
Q4 		$737K Buy
9,875
+1,525
+18% +$106K 0.03% 478
2023
Q3 		$569K Buy
8,350
+15
+0.2% +$1.07K 0.03% 518
2023
Q2 		$592K Sell
8,335
-3,737
-31% -$256K 0.03% 491
2023
Q1 		$830K Buy
12,072
+2,715
+29% +$188K 0.05% 347
2022
Q4 		$634K Sell
9,357
-3,544
-27% -$237K 0.04% 417
2022
Q3 		$787K Buy
12,901
+3,730
+41% +$250K 0.06% 335
2022
Q2 		$589K Buy
9,171
+77
+0.8% +$5.31K 0.05% 346
2022
Q1 		$673K Hold
9,094
– – 0.05% 335
2021
Q4 		$706K Hold
9,094
– – 0.05% 340
2021
Q3 		$647K Hold
9,094
– – 0.05% 344
2021
Q2 		$648K Buy
9,094
+209
+2% +$14.7K 0.04% 440
2021
Q1 		$596K Buy
8,885
+4,829
+119% +$312K 0.04% 396
2020
Q4 		$253K Buy
+4,056
New +$238K 0.02% 616

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's CFA Position: Q1 2026 in Review

IHT Wealth Management held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 8,719 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #646.

IHT Wealth Management first reported a position in CFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $864K in Q1 2024. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • IHT Wealth Management held 8,719 shares of VictoryShares US 500 Volatility Wtd ETF worth $798K as of Q1 2026.
  • IHT Wealth Management left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #646 holding.
  • IHT Wealth Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2020 and has held it in 22 quarters since.
  • IHT Wealth Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $864K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.