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Independent Advisor Alliance’s Innovative Solutions & Support ISSC Stock Holding History

Independent Advisor Alliance’s Portfolio ISSC Stock Details ISSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34,530
Closed -$431K – 1035
2025
Q3 		$431K Buy
+34,530
New +$482K 0.01% 668

Other funds holding ISSC

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Advisor Alliance's ISSC Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Innovative Solutions & Support (ISSC) in Q4 2025, closing a stake of 34,530 shares — an estimated $431K sold.

Independent Advisor Alliance first reported a position in ISSC in Q3 2025 and held it in 1 quarter. The position peaked at $431K in Q3 2025. 87 funds tracked by Wall St. Rank hold ISSC as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Innovative Solutions & Support position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 34,530 Innovative Solutions & Support shares in Q4 2025, an estimated $431K.
  • Independent Advisor Alliance first reported a position in Innovative Solutions & Support in Q3 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's Innovative Solutions & Support position peaked at $431K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.