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Independent Solutions Wealth Management’s Independence Realty Trust IRT Stock Holding History

Independent Solutions Wealth Management’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Hold
18,197
– – 0.04% 167
2025
Q4 		$318K Hold
18,197
– – 0.06% 147
2025
Q3 		$298K Sell
18,197
-3,155
-15% -$54.6K 0.05% 152
2025
Q2 		$378K Buy
21,352
+3,155
+17% +$59.2K 0.07% 138
2025
Q1 		$386K Hold
18,197
– – 0.09% 134
2024
Q4 		$361K Hold
18,197
– – 0.08% 131
2024
Q3 		$373K Hold
18,197
– – 0.08% 129
2024
Q2 		$341K Hold
18,197
– – 0.08% 136
2024
Q1 		$294K Sell
18,197
-5,356
-23% -$81.9K 0.07% 145
2023
Q4 		$360K Sell
23,553
-535
-2% -$7.41K 0.09% 133
2023
Q3 		$339K Hold
24,088
– – 0.09% 152
2023
Q2 		$439K Hold
24,088
– – 0.11% 141
2023
Q1 		$386K Hold
24,088
– – 0.11% 135
2022
Q4 		$406K Hold
24,088
– – 0.12% 133
2022
Q3 		$403K Hold
24,088
– – 0.13% 134
2022
Q2 		$499K Buy
+24,088
New +$580K 0.16% 118

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Solutions Wealth Management's IRT Position: Q1 2026 in Review

Independent Solutions Wealth Management held its Independence Realty Trust (IRT) position steady in Q1 2026 at 18,197 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #167.

Independent Solutions Wealth Management first reported a position in IRT in Q2 2022 and has held it in 16 quarters since. The position peaked at $499K in Q2 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Independent Solutions Wealth Management held 18,197 shares of Independence Realty Trust worth $271K as of Q1 2026.
  • Independent Solutions Wealth Management left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.04% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Independent Solutions Wealth Management first reported a position in Independence Realty Trust in Q2 2022 and has held it in 16 quarters since.
  • Independent Solutions Wealth Management's Independence Realty Trust position peaked at $499K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.