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Independent Financial Group’s Innovative Solutions & Support ISSC Stock Holding History

Independent Financial Group’s Portfolio ISSC Stock Details ISSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,432
Closed -$186K – 1394
2025
Q2 		$186K Buy
+13,432
New +$122K 0.01% 1234
2025
Q1 		– Sell
-22,133
Closed -$189K – 1217
2024
Q4 		$189K Buy
+22,133
New +$166K 0.01% 1106

Other funds holding ISSC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return

Independent Financial Group's ISSC Position: Q3 2025 in Review

Independent Financial Group sold out of Innovative Solutions & Support (ISSC) in Q3 2025, closing a stake of 13,432 shares — an estimated $186K sold.

Independent Financial Group first reported a position in ISSC in Q4 2024 and held it in 2 quarters. The position peaked at $189K in Q4 2024. 91 funds tracked by Wall St. Rank hold ISSC as of Q3 2025.

  • Independent Financial Group reported no remaining Innovative Solutions & Support position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 13,432 Innovative Solutions & Support shares in Q3 2025, an estimated $186K.
  • Independent Financial Group first reported a position in Innovative Solutions & Support in Q4 2024 and held it in 2 quarters.
  • Independent Financial Group's Innovative Solutions & Support position peaked at $189K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.