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 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 $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Independent Advisor Alliance increased its Wayfair (W) stake by 58% in Q1 2026, buying an estimated $263K and bringing the position to 7,905 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #1042.

Independent Advisor Alliance first reported a position in W in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.24M in Q1 2023. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Independent Advisor Alliance held 7,905 shares of Wayfair worth $595K as of Q1 2026.
Independent Advisor Alliance bought 2,912 Wayfair shares in Q1 2026, an estimated $263K.
Wayfair made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1042 holding.
Independent Advisor Alliance first reported a position in Wayfair in Q2 2021 and has held it in 5 quarters since.
Independent Advisor Alliance's Wayfair position peaked at $1.24M in Q1 2023.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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