Independent Wealth Network’s Nasdaq NDAQ Stock Holding History

Independent Wealth Network’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,347	Closed	-$228K	–	331
2025 Q4	$228K	Buy	+2,347	New	+$211K	0.07%	246

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Wealth Network's NDAQ Position: Q1 2026 in Review

Independent Wealth Network sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,347 shares — an estimated $228K sold.

Independent Wealth Network first reported a position in NDAQ in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Independent Wealth Network reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 2,347 Nasdaq shares in Q1 2026, an estimated $228K.
Independent Wealth Network first reported a position in Nasdaq in Q4 2025 and held it in 1 quarter.
Independent Wealth Network's Nasdaq position peaked at $228K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.