IAA
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Independent Advisor Alliance’s Marchex MCHX Stock Holding History

Independent Advisor Alliance’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5K Hold
10,000
– – ﹤0.01% 1587
2025
Q4 		$16.6K Hold
10,000
– – ﹤0.01% 993
2025
Q3 		$17.9K Buy
+10,000
New +$19.8K ﹤0.01% 936

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's MCHX Position: Q1 2026 in Review

Independent Advisor Alliance held its Marchex (MCHX) position steady in Q1 2026 at 10,000 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Independent Advisor Alliance first reported a position in MCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.9K in Q3 2025. 28 funds tracked by Wall St. Rank hold MCHX as of Q1 2026.

  • Independent Advisor Alliance held 10,000 shares of Marchex worth $15.5K as of Q1 2026.
  • Independent Advisor Alliance left its Marchex share count unchanged in Q1 2026.
  • Marchex made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1587 holding.
  • Independent Advisor Alliance first reported a position in Marchex in Q3 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Marchex position peaked at $17.9K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Marchex as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.