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Independent Solutions Wealth Management’s Robinhood HOOD Stock Holding History

Independent Solutions Wealth Management’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.32M Sell
43,106
-1,299
-3% -$109K 0.56% 51
2026
Q1 		$3.08M Sell
44,405
-1,103
-2% -$96.8K 0.45% 64
2025
Q4 		$5.15M Sell
45,508
-6,090
-12% -$792K 0.95% 32
2025
Q3 		$7.39M Sell
51,598
-2,326
-4% -$254K 1.31% 19
2025
Q2 		$5.05M Buy
+53,924
New +$3.19M 0.99% 28

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

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

Independent Solutions Wealth Management reduced its Robinhood (HOOD) stake by 2.9% in Q2 2026, selling an estimated $109K and leaving 43,106 shares worth $4.32M. The position accounts for 0.56% of the portfolio, ranked #51.

Independent Solutions Wealth Management first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.39M in Q3 2025. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Independent Solutions Wealth Management held 43,106 shares of Robinhood worth $4.32M as of Q2 2026.
  • Independent Solutions Wealth Management sold 1,299 Robinhood shares in Q2 2026, an estimated $109K.
  • Robinhood made up 0.56% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Independent Solutions Wealth Management first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • Independent Solutions Wealth Management's Robinhood position peaked at $7.39M in Q3 2025.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

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