Institute for Wealth Management’s Alcoa AA Stock Holding History

Institute for Wealth Management’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.5K	Buy	+1,391	New	+$93.2K	0.01%	773
2019 Q3	–	Sell	-9,088	Closed	-$213K	–	420
2019 Q2	$213K	Sell	9,088 -2,133	-19%	-$53.1K	0.05%	420
2019 Q1	$316K	Buy	11,221 +1,117	+11%	+$31.9K	0.07%	324
2018 Q4	$269K	Sell	10,104 -299	-3%	-$10.1K	0.11%	210
2018 Q3	$419K	Sell	10,403 -22	-0.2%	-$956	0.14%	174
2018 Q2	$497K	Sell	10,425 -112	-1%	-$5.63K	0.16%	166
2018 Q1	$532K	Buy	+10,537	New	+$522K	0.16%	187
2017 Q4	–	Sell	-30,105	Closed	-$1.4M	–	392
2017 Q3	$1.4M	Buy	+30,105	New	+$1.2M	0.46%	69

Other funds holding AA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's AA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Alcoa (AA) in Q2 2026: 1,391 shares worth $72.5K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AA as recently as Q2 2019.

Institute for Wealth Management first reported a position in AA in Q3 2017 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2017. 714 funds tracked by Wall St. Rank hold AA as of Q2 2026.

Institute for Wealth Management held 1,391 shares of Alcoa worth $72.5K as of Q2 2026.
Alcoa was a new Institute for Wealth Management position in Q2 2026.
Alcoa made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #773 holding.
Institute for Wealth Management first reported a position in Alcoa in Q3 2017 and has held it in 8 quarters since.
Institute for Wealth Management's Alcoa position peaked at $1.4M in Q3 2017.
714 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.