ISWM
TGT icon

Independent Solutions Wealth Management’s Target TGT Stock Holding History

Independent Solutions Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,216
Closed -$258K – 245
2022
Q1 		$258K Hold
1,216
– – 0.06% 191
2021
Q4 		$281K Sell
1,216
-291
-19% -$70.8K 0.07% 187
2021
Q3 		$345K Hold
1,507
– – 0.09% 168
2021
Q2 		$364K Hold
1,507
– – 0.09% 159
2021
Q1 		$298K Sell
1,507
-30
-2% -$5.62K 0.08% 150
2020
Q4 		$271K Buy
+1,537
New +$256K 0.08% 154

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Solutions Wealth Management's TGT Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Target (TGT) in Q2 2022, closing a stake of 1,216 shares — an estimated $258K sold.

Independent Solutions Wealth Management first reported a position in TGT in Q4 2020 and held it in 6 quarters. The position peaked at $364K in Q2 2021. 1,929 funds tracked by Wall St. Rank hold TGT as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Target position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,216 Target shares in Q2 2022, an estimated $258K.
  • Independent Solutions Wealth Management first reported a position in Target in Q4 2020 and held it in 6 quarters.
  • Independent Solutions Wealth Management's Target position peaked at $364K in Q2 2021.
  • 1,929 funds tracked by Wall St. Rank held Target as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.