IWM
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IMG Wealth Management’s Alcoa AA Stock Holding History

IMG Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104 Buy
+2
New +$134 ﹤0.01% 577
2025
Q2 		– Sell
-1,928
Closed -$58.8K – 484
2025
Q1 		$58.8K Hold
1,928
– – 0.05% 137
2024
Q4 		$72.8K Buy
+1,928
New +$80.1K 0.07% 123

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMG Wealth Management's AA Position: Q2 2026 in Review

IMG Wealth Management opened a new position in Alcoa (AA) in Q2 2026: 2 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in AA as recently as Q1 2025.

IMG Wealth Management first reported a position in AA in Q4 2024 and has held it in 3 quarters since. The position peaked at $72.8K in Q4 2024. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • IMG Wealth Management held 2 shares of Alcoa worth $104 as of Q2 2026.
  • Alcoa was a new IMG Wealth Management position in Q2 2026.
  • Alcoa made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #577 holding.
  • IMG Wealth Management first reported a position in Alcoa in Q4 2024 and has held it in 3 quarters since.
  • IMG Wealth Management's Alcoa position peaked at $72.8K in Q4 2024.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.