IAA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

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

Independent Advisor Alliance increased its Skywest (SKYW) stake by 44% in Q1 2026, buying an estimated $197K and bringing the position to 6,528 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #1037.

Independent Advisor Alliance first reported a position in SKYW in Q3 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold SKYW as of Q1 2026.

  • Independent Advisor Alliance held 6,528 shares of Skywest worth $599K as of Q1 2026.
  • Independent Advisor Alliance bought 2,001 Skywest shares in Q1 2026, an estimated $197K.
  • Skywest made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1037 holding.
  • Independent Advisor Alliance first reported a position in Skywest in Q3 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Skywest as of Q1 2026.

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