IAA
IT icon

Independent Advisor Alliance’s Gartner IT Stock Holding History

Independent Advisor Alliance’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-914
Closed -$369K – 963
2025
Q2 		$369K Sell
914
-148
-14% -$61.9K 0.01% 675
2025
Q1 		$446K Sell
1,062
-35
-3% -$17.2K 0.01% 555
2024
Q4 		$531K Buy
1,097
+245
+29% +$126K 0.01% 947
2024
Q3 		$432K Sell
852
-146
-15% -$70.2K 0.02% 487
2024
Q2 		$448K Buy
998
+72
+8% +$32K 0.02% 486
2024
Q1 		$441K Sell
926
-1
-0.1% -$460 0.02% 480
2023
Q4 		$418K Sell
927
-124
-12% -$49.5K 0.02% 472
2023
Q3 		$361K Buy
1,051
+27
+3% +$9.42K 0.02% 476
2023
Q2 		$359K Buy
1,024
+33
+3% +$10.7K 0.02% 493
2023
Q1 		$323K Buy
+991
New +$328K 0.02% 501

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's IT Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Gartner (IT) in Q3 2025, closing a stake of 914 shares — an estimated $369K sold.

Independent Advisor Alliance first reported a position in IT in Q1 2023 and held it in 10 quarters. The position peaked at $531K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 914 Gartner shares in Q3 2025, an estimated $369K.
  • Independent Advisor Alliance first reported a position in Gartner in Q1 2023 and held it in 10 quarters.
  • Independent Advisor Alliance's Gartner position peaked at $531K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.