Institute for Wealth Management’s American States Water AWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.96K	Buy	+60	New	+$4.65K	﹤0.01%	1458

Other funds holding AWR

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in American States Water (AWR) in Q2 2026: 60 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

202 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Institute for Wealth Management held 60 shares of American States Water worth $4.96K as of Q2 2026.
American States Water was a new Institute for Wealth Management position in Q2 2026.
American States Water made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1458 holding.
202 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

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