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Independent Solutions Wealth Management’s Commercial Metals CMC Stock Holding History

Independent Solutions Wealth Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Buy
8,400
+480
+6% +$33.8K 0.07% 139
2026
Q1 		$487K Buy
7,920
+470
+6% +$33.9K 0.07% 138
2025
Q4 		$516K Buy
7,450
+60
+0.8% +$3.76K 0.09% 120
2025
Q3 		$423K Sell
7,390
-350
-5% -$19.3K 0.08% 131
2025
Q2 		$379K Sell
7,740
-40
-0.5% -$1.85K 0.07% 137
2025
Q1 		$358K Buy
7,780
+3,235
+71% +$157K 0.08% 139
2024
Q4 		$225K Buy
4,545
+150
+3% +$8.46K 0.05% 164
2024
Q3 		$242K Hold
4,395
– – 0.05% 151
2024
Q2 		$242K Hold
4,395
– – 0.06% 154
2024
Q1 		$258K Sell
4,395
-100
-2% -$5.3K 0.06% 155
2023
Q4 		$225K Hold
4,495
– – 0.06% 158
2023
Q3 		$222K Sell
4,495
-700
-13% -$38.1K 0.06% 182
2023
Q2 		$274K Sell
5,195
-1,137
-18% -$53.1K 0.07% 180
2023
Q1 		$310K Hold
6,332
– – 0.09% 158
2022
Q4 		$306K Hold
6,332
– – 0.09% 162
2022
Q3 		$225K Sell
6,332
-82
-1% -$3.17K 0.07% 189
2022
Q2 		$212K Sell
6,414
-288
-4% -$11.3K 0.07% 205
2022
Q1 		$279K Sell
6,702
-100
-1% -$3.76K 0.07% 184
2021
Q4 		$247K Sell
6,802
-64
-0.9% -$2.12K 0.06% 201
2021
Q3 		$209K Buy
+6,866
New +$219K 0.05% 206

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Independent Solutions Wealth Management's CMC Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Commercial Metals (CMC) stake by 6.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 8,400 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #139.

Independent Solutions Wealth Management first reported a position in CMC in Q3 2021 and has held it in 20 quarters since. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Independent Solutions Wealth Management held 8,400 shares of Commercial Metals worth $527K as of Q2 2026.
  • Independent Solutions Wealth Management bought 480 Commercial Metals shares in Q2 2026, an estimated $33.8K.
  • Commercial Metals made up 0.07% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Independent Solutions Wealth Management first reported a position in Commercial Metals in Q3 2021 and has held it in 20 quarters since.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.