Innovative Asset Advisors Group’s Gartner IT Stock Holding History

Innovative Asset Advisors Group’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-193	Closed	-$30.6K	–	648
2026 Q1	$30.6K	Buy	+193	New	+$35.5K	0.02%	414

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Innovative Asset Advisors Group's IT Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Gartner (IT) in Q2 2026, closing a stake of 193 shares — an estimated $30.6K sold.

Innovative Asset Advisors Group first reported a position in IT in Q1 2026 and held it in 1 quarter. The position peaked at $30.6K in Q1 2026. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 193 Gartner shares in Q2 2026, an estimated $30.6K.
Innovative Asset Advisors Group first reported a position in Gartner in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Gartner position peaked at $30.6K in Q1 2026.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.