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Independent Advisor Alliance’s Skywest SKYW Stock Holding History

Independent Advisor Alliance’s Portfolio SKYW Stock Details SKYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$577K Sell
5,811
-717
-11% -$63.8K 0.01% 619
2026
Q1 		$599K Buy
6,528
+2,001
+44% +$197K 0.01% 1037
2025
Q4 		$455K Buy
4,527
+1,257
+38% +$126K 0.01% 673
2025
Q3 		$329K Buy
+3,270
New +$365K 0.01% 740

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Independent Advisor Alliance's SKYW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Skywest (SKYW) stake by 11% in Q2 2026, selling an estimated $63.8K and leaving 5,811 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #619.

Independent Advisor Alliance first reported a position in SKYW in Q3 2025 and has held it in 4 quarters since. The position peaked at $599K in Q1 2026. 351 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • Independent Advisor Alliance held 5,811 shares of Skywest worth $577K as of Q2 2026.
  • Independent Advisor Alliance sold 717 Skywest shares in Q2 2026, an estimated $63.8K.
  • Skywest made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #619 holding.
  • Independent Advisor Alliance first reported a position in Skywest in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Skywest position peaked at $599K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.