Independent Advisor Alliance’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$816K	Buy	8,834 +929	+12%	+$68.4K	0.02%	523
2026 Q1	$595K	Buy	7,905 +2,912	+58%	+$263K	0.01%	1042
2025 Q4	$501K	Buy	4,993 +606	+14%	+$58.3K	0.01%	649
2025 Q3	$392K	Buy	+4,387	New	+$321K	0.01%	691
2023 Q2	–	Sell	-36,049	Closed	-$1.24M	–	703
2023 Q1	$1.24M	Buy	+36,049	New	+$1.6M	0.06%	262
2021 Q3	–	Sell	-637	Closed	-$201K	–	675
2021 Q2	$201K	Buy	+637	New	+$200K	0.01%	588

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Independent Advisor Alliance increased its Wayfair (W) stake by 12% in Q2 2026, buying an estimated $68.4K and bringing the position to 8,834 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #523.

Independent Advisor Alliance first reported a position in W in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2023. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Independent Advisor Alliance held 8,834 shares of Wayfair worth $816K as of Q2 2026.
Independent Advisor Alliance bought 929 Wayfair shares in Q2 2026, an estimated $68.4K.
Wayfair made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #523 holding.
Independent Advisor Alliance first reported a position in Wayfair in Q2 2021 and has held it in 6 quarters since.
Independent Advisor Alliance's Wayfair position peaked at $1.24M in Q1 2023.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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