IAA
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Independent Advisor Alliance’s Smith & Wesson SWBI Stock Holding History

Independent Advisor Alliance’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$507K Sell
35,397
-458
-1% -$5.57K 0.01% 1108
2025
Q4 		$354K Buy
35,855
+5,920
+20% +$57.1K 0.01% 750
2025
Q3 		$294K Buy
29,935
+13,803
+86% +$118K 0.01% 771
2025
Q2 		$140K Buy
+16,132
New +$153K ﹤0.01% 857
2020
Q3 		– Sell
-23,093
Closed -$457K – 533
2020
Q2 		$457K Buy
23,093
+9,563
+71% +$88.8K 0.05% 287
2020
Q1 		$86K Buy
+13,530
New +$95.8K 0.01% 395
2017
Q2 		– Sell
-13,411
Closed -$207K – 385
2017
Q1 		$207K Buy
+13,411
New +$204K 0.03% 375

Other funds holding SWBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return