IFWM
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Institute for Wealth Management’s Box BOX Stock Holding History

Institute for Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73K Buy
+65
New +$1.62K ﹤0.01% 1609

Other funds holding BOX

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Box (BOX) in Q2 2026: 65 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings.

184 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Institute for Wealth Management held 65 shares of Box worth $1.73K as of Q2 2026.
  • Box was a new Institute for Wealth Management position in Q2 2026.
  • Box made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1609 holding.
  • 184 funds tracked by Wall St. Rank held Box as of Q2 2026.

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