IWM
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IHT Wealth Management’s Toyota TM Stock Holding History

IHT Wealth Management’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
+999
New +$226K ﹤0.01% 1186
2022
Q1 		– Sell
-1,080
Closed -$200K – 850
2021
Q4 		$200K Buy
+1,080
New +$194K 0.01% 753
2018
Q2 		– Sell
-857
Closed -$108K – 1271
2018
Q1 		$108K Buy
857
+450
+111% +$60.3K 0.03% 463
2017
Q4 		$55K Buy
407
+1
+0.2% +$125 0.01% 674
2017
Q3 		$49K Hold
406
– – 0.02% 528
2017
Q2 		$33 Hold
406
– – 0.02% 636
2017
Q1 		$43K Sell
406
-50
-11% -$5.74K 0.03% 455
2016
Q4 		$54K Buy
+456
New +$53.1K 0.04% 381

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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return