Independent Advisor Alliance’s Nasdaq NDAQ Stock Holding History

Independent Advisor Alliance’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$304K	Sell	3,580 -994	-22%	-$89.1K	﹤0.01%	1314
2025 Q4	$444K	Buy	4,574 +117	+3%	+$10.5K	0.01%	682
2025 Q3	$394K	Buy	4,457 +88	+2%	+$8.15K	0.01%	689
2025 Q2	$391K	Sell	4,369 -209	-5%	-$16.7K	0.01%	663
2025 Q1	$347K	Buy	4,578 +90	+2%	+$7.08K	0.01%	617
2024 Q4	$347K	Buy	4,488 +1,078	+32%	+$83.4K	﹤0.01%	1078
2024 Q3	$249K	Buy	+3,410	New	+$233K	0.01%	613
2023 Q2	–	Sell	-4,002	Closed	-$219K	–	693
2023 Q1	$219K	Buy	+4,002	New	+$231K	0.01%	594
2022 Q4	–	Sell	-4,198	Closed	-$238K	–	551
2022 Q3	$238K	Sell	4,198 -350	-8%	-$20.6K	0.01%	542
2022 Q2	$231K	Buy	4,548 +255	+6%	+$13.5K	0.01%	542
2022 Q1	$255K	Buy	+4,293	New	+$254K	0.01%	543

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Independent Advisor Alliance reduced its Nasdaq (NDAQ) stake by 22% in Q1 2026, selling an estimated $89.1K and leaving 3,580 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Independent Advisor Alliance first reported a position in NDAQ in Q1 2022 and has held it in 11 quarters since. The position peaked at $444K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Independent Advisor Alliance held 3,580 shares of Nasdaq worth $304K as of Q1 2026.
Independent Advisor Alliance sold 994 Nasdaq shares in Q1 2026, an estimated $89.1K.
Nasdaq made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1314 holding.
Independent Advisor Alliance first reported a position in Nasdaq in Q1 2022 and has held it in 11 quarters since.
Independent Advisor Alliance's Nasdaq position peaked at $444K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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